Zonar Systems Inc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 30.75% | 39.25% | 51.89% |
Comparable Target-Date Fund [why this comparison?] |
35.30% Target-Date 2020 |
41.27% Target-Date 2030 |
47.22% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,553 (-4.55%) | -$2,026 (-2.03%) | +$4,670 (+4.67%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard GNMA Fund Admiral Shares | VFIJX | 18% | 13% | - |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | 6% | 14% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 29% | 36% | 20% |
DFA Global Equity Portfolio Institutional Class | DGEIX | 8% | 23% | 5% |
Dodge & Cox Income Fund | DODIX | 18% | - | - |
DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | 14% | 12% | 9% |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | 7% | 2% | 17% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 43% |
Vanguard Mid-Cap Growth Fund Investor Shares | VMGRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |