Airgas, Inc. 401K Plan
Performance
HelpPortfolio Return | 109.87% | 169.19% | 238.89% |
Comparable Target-Date Fund [why this comparison?] |
52.65% Target-Date 2020 |
97.71% Target-Date 2030 |
148.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$57,217 (+57.22%) | +$71,475 (+71.48%) | +$90,685 (+90.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 16% | 27% | - |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 25% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 44% | 35% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 15% | 18% | 29% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 20% | 57% |
Vanguard Explorer Fund Investor Class | VEXPX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |