Spredfast Savings 401(K) Plan
Performance
HelpPortfolio Return | 42.50% | 84.61% | 137.23% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,207 (+16.21%) | +$25,821 (+25.82%) | +$42,138 (+42.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 9% | 16% | 23% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 3% | 7% | 10% |
DFA Global Equity Portfolio Institutional Class | DGEIX | 30% | 39% | 36% |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 10% | - | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 20% | 12% | - |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 13% | 5% | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 15% | 12% | - |
DFA U.S. Large Company Portfolio | DFUSX | - | 9% | 25% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |