Intersil Corporation 401(k)
Performance
HelpPortfolio Return | 78.48% | 118.86% | 196.49% |
Comparable Target-Date Fund [why this comparison?] |
61.01% Target-Date 2020 |
109.45% Target-Date 2030 |
165.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,466 (+17.47%) | +$9,415 (+9.41%) | +$31,466 (+31.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 45% | 51% | 69% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 14% | - | - |
Wells Fargo Emerging Markets Equity Fund - Class Admin | EMGYX | 13% | 11% | 7% |
PIMCO Total Return Fund Administrative Class | PTRAX | 28% | 21% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 17% | 12% |
AB Discovery Value Fund Class I | ABSIX | - | - | 7% |
JPMorgan Large Cap Growth Fund Select Class | SEEGX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |