Kaiser Permanente 401(k)
Performance
HelpPortfolio Return | 102.16% | 149.16% | 222.10% |
Comparable Target-Date Fund [why this comparison?] |
58.61% Target-Date 2020 |
105.47% Target-Date 2030 |
159.01% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$43,557 (+43.56%) | +$43,693 (+43.69%) | +$63,092 (+63.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 10% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 26% | 35% | 42% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 8% | 12% | 14% |
T. Rowe Price International Discovery Fund | PRIDX | 19% | 15% | - |
Alger Capital Appreciation Fund Class Z | ACAZX | 8% | 12% | 14% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 19% | 8% | - |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | 8% | 16% |
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |