Ats Employees' 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 18.13% | -76.86% | 71.64% |
Comparable Target-Date Fund [why this comparison?] |
52.18% Target-Date 2020 |
100.37% Target-Date 2030 |
155.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$34,048 (-34.05%) | -$177,229 (-177.23%) | -$83,789 (-83.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 8% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 31% | 12% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 26% | 15% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 14% | 26% | 36% |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 13% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 24% | 21% |
Vanguard Value ETF | VTV | - | 10% | 33% |
Vanguard Small-Cap Value ETF | VBR | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |