Altera Corporation 401(k)
Performance
HelpPortfolio Return | 87.49% | 152.63% | 130.82% |
Comparable Target-Date Fund [why this comparison?] |
60.37% Target-Date 2020 |
108.25% Target-Date 2030 |
162.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,123 (+27.12%) | +$44,375 (+44.37%) | -$32,124 (-32.12%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 18% | 5% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 10% | 8% |
PIMCO Total Return Fund Institutional Class | PTTRX | 16% | 6% | - |
T. Rowe Price Equity Income Fund | PRFDX | 12% | 14% | 16% |
T. Rowe Price New Asia Fund | PRASX | 5% | - | - |
Fidelity Balanced Fund Class K | FBAKX | 24% | 30% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 16% | 13% |
Fidelity 500 Index | FXAIX | 6% | 19% | 54% |
Wasatch Small Cap Growth Fund Investor Class | WAAEX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |