Viawest, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 45.27% | 75.54% | 104.16% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,750 (+17.75%) | +$14,475 (+14.47%) | +$5,221 (+5.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 22% | 19% | - |
Dodge & Cox International Stock Fund | DODFX | 16% | 17% | 11% |
Principal Core Plus Bond Fund Institutional Class | PMSIX | 33% | 12% | - |
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 24% | 46% | 65% |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | 5% | 6% | 12% |
Principal SmallCap S&P 600 Index Fund Institutional Class | PSSIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |