Wells Fargo 401(k) Plan
Performance
HelpPortfolio Return | -20.36% | 143.58% | 776.46% |
Comparable Target-Date Fund [why this comparison?] |
58.26% Target-Date 2020 |
104.67% Target-Date 2030 |
157.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$78,620 (-78.62%) | +$38,908 (+38.91%) | +$619,130 (+619.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
State Street S&P 500 Index | 23% | 35% | 48% | |
State Street U.S. Bond Index | 13% | - | - | |
State Street Russell Small Cap Index | 9% | 12% | 15% | |
Large Cap Value | 7% | 9% | 11% | |
Diversified Real Asset Fund | 10% | - | - | |
Large Cap Growth | 11% | 13% | 15% | |
Global Bond | 27% | 24% | - | |
Black Rock Global ESG Equity Index Fund | - | 7% | 11% | |
Total Portfolio | 100% | 100% | 100% |