Qualcomm Incorporated Employee Savings and Retirement Plan
Performance
HelpPortfolio Return | 42.33% | 114.56% | 182.95% |
Comparable Target-Date Fund [why this comparison?] |
51.75% Target-Date 2020 |
∞% Target-Date 2030 |
142.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,417 (-9.42%) | -∞ (-∞%) | +$40,689 (+40.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 12% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 28% | 21% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 8% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 16% | 19% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 15% | 9% | 25% |
Fidelity Government Income Fund | FGOVX | 11% | 9% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 3% | 8% | 16% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 17% | 49% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | 6% | 10% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 11% | - |
Total Portfolio | 100% | 100% | 100% |