Dell Inc 401k Savings
Performance
HelpPortfolio Return | 48.81% | 239.12% | 2,996.11% |
Comparable Target-Date Fund [why this comparison?] |
57.90% Target-Date 2020 |
103.82% Target-Date 2030 |
155.70% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,093 (-9.09%) | +$135,305 (+135.31%) | +$2,840,409 (+2840.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Equity Index Fund | 8% | 20% | 34% | |
International Value Fund | 7% | 9% | 9% | |
Bond Index Fund | 7% | - | - | |
Large Cap Value | 12% | 18% | 19% | |
Large Cap Growth | 12% | 18% | 27% | |
Short Duration Bond | 15% | 7% | - | |
PMP 2015 Fund | 15% | - | - | |
PMP 2025 Fund | 24% | 28% | - | |
Small Cap Value | - | - | 5% | |
Small Cap Growth | - | - | 6% | |
Total Portfolio | 100% | 100% | 100% |