Flagship Credit Acceptance Llc 401(K) Plan
Performance
HelpPortfolio Return | 32.44% | 37.89% | 30.11% |
Comparable Target-Date Fund [why this comparison?] |
18.74% Target-Date 2020 |
49.50% Target-Date 2030 |
84.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,699 (+13.70%) | -$11,609 (-11.61%) | -$54,488 (-54.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 6% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 20% | 14% | - |
First Eagle Overseas Fund Class A | SGOVX | 10% | 8% | - |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 30% | 13% | - |
Schwab S&P 500 Index Fund | SWPPX | 12% | 26% | 51% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 22% | 15% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | 7% | 10% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 8% | - |
Prudential Jennison 20/20 Focus Fund Class A | PTWAX | - | 9% | 18% |
Heartland Select Value Fund Investor Class | HRSVX | - | - | 9% |
PRIMECAP Odyssey Growth Fund | POGRX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |