Coa Trust 401(K) Plan
Performance
HelpPortfolio Return | -6.24% | 55.06% | 124.02% |
Comparable Target-Date Fund [why this comparison?] |
15.79% Target-Date 2020 |
44.27% Target-Date 2030 |
76.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$22,026 (-22.03%) | +$10,790 (+10.79%) | +$47,501 (+47.50%) |
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% |