Chevron Phillips Chemical Company Lp 401(K) Saving And Profit-Sharing Plan
Performance
HelpPortfolio Return | 49.60% | 83.64% | 140.11% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,831 (+22.83%) | +$24,051 (+24.05%) | +$43,764 (+43.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 9% | 11% | 20% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 19% | 7% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 13% | 13% | 9% |
Dodge & Cox Income Fund | DODIX | 24% | 14% | - |
Fidelity Extended Market Index | FSMAX | 10% | 10% | 12% |
Fidelity Contrafund Fund Class K | FCNKX | 11% | 11% | 5% |
Fidelity Global ex U.S. Index | FSGGX | 14% | 13% | 7% |
Fidelity Total Market Index | FSKAX | - | 21% | 47% |
Total Portfolio | 100% | 100% | 100% |