Scottrade, Incorporated 401(K) Plan
Performance
HelpPortfolio Return | 51.30% | 84.44% | 135.32% |
Comparable Target-Date Fund [why this comparison?] |
29.41% Target-Date 2020 |
64.18% Target-Date 2030 |
103.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,899 (+21.90%) | +$20,254 (+20.25%) | +$31,680 (+31.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 21% | 39% | 62% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 22% | 9% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 10% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 19% | 10% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 13% | 16% | 10% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 9% |
Victory Integrity Small-Cap Value Fund Class R6 | MVSSX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |