Microsoft Corporation Savings Plus 401(k) Plan
Performance
HelpPortfolio Return | 87.17% | 118.72% | 156.66% |
Comparable Target-Date Fund [why this comparison?] |
89.78% Target-Date 2020 |
105.86% Target-Date 2030 |
121.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,613 (-2.61%) | +$12,859 (+12.86%) | +$35,611 (+35.61%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Russell International Value | 21% | 21% | 14% | |
PIMCO Total Return Fund Institutional Class | PTTRX | 24% | 6% | - |
PIMCO All Asset All Authority Fund Institutional Class | PAUIX | 12% | 9% | - |
Vanguard Russell 1000 Value Index Fund Institutional Shares | VRVIX | 33% | 37% | 22% |
Vanguard Russell 2000 Growth Index Fund Institutional Shares | VRTGX | 10% | 14% | 13% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 13% | 44% |
DFA Sm/Mid Cap Value Account | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |