Coa Trust 401(K) Plan
Performance
HelpPortfolio Return | -6.75% | 53.60% | 121.01% |
Comparable Target-Date Fund [why this comparison?] |
15.10% Target-Date 2020 |
43.11% Target-Date 2030 |
74.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,853 (-21.85%) | +$10,487 (+10.49%) | +$46,780 (+46.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 23% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 45% | 46% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 9% | 29% | 83% |
Dreyfus Bond Market Index Fund Class I | DBIRX | 8% | - | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 9% | 8% | 9% |
American Funds AMCAP Fund Class R-6 | RAFGX | 6% | 7% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |