Dell Inc 401k Savings
Performance
HelpPortfolio Return | 49.21% | 241.32% | 3,060.88% |
Comparable Target-Date Fund [why this comparison?] |
58.61% Target-Date 2020 |
104.78% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,393 (-9.39%) | +$136,533 (+136.53%) | -∞ (-∞%) |
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% |