Innosight Consulting, Llc 401(K) Retirement Plan
Performance
HelpPortfolio Return | 51.66% | 93.43% | 154.10% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$32,548 (+32.55%) | +$55,210 (+55.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 28% | 44% | 66% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | 6% | 9% | 8% |
Harbor International Fund Institutional Class | HAINX | 13% | 13% | 8% |
Ivy High Income Fund Class I | IVHIX | 9% | 7% | - |
PIMCO Real Return Fund Institutional Class | PRRIX | 6% | - | - |
T. Rowe Price Growth Stock Fund | PRGFX | 9% | 12% | 10% |
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares | VSIGX | 22% | 15% | - |
Prudential Total Return Bond Fund Class Q | PTRQX | 7% | - | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |