Alloy Carbide Company 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 80.96% | 76.88% | 138.14% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$52,213 (+52.21%) | +$13,812 (+13.81%) | +$36,227 (+36.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 8% | 8% | 5% |
Vanguard GNMA Fund Investor Shares | VFIIX | 31% | 20% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 23% | 19% | 24% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 11% | 12% | 14% |
DFA Emerging Markets Small Cap Portfolio Institutional Class | DEMSX | 6% | 6% | - |
Mainstay International Opportunities Fund Class I | MYIIX | 10% | 7% | - |
PIMCO Income Fund Class P | PONPX | 11% | - | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 14% | 15% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 14% | 15% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | - | 27% |
Total Portfolio | 100% | 100% | 100% |