Zenefit 401(k) Offering (Through The Online 401(k))
Performance
HelpPortfolio Return | 11.27% | 90.74% | 243.49% |
Comparable Target-Date Fund [why this comparison?] |
41.88% Target-Date 2020 |
84.54% Target-Date 2030 |
133.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$30,612 (-30.61%) | +$6,197 (+6.20%) | +$110,085 (+110.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 15% | 10% | 13% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 4% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 33% | 16% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 15% | 9% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 17% | 12% | 8% |
Vanguard FTSE All World ex-US Small-Cap ETF | VSS | 16% | 16% | 10% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 37% | 41% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 20% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |