Google Inc 401K
Performance
HelpPortfolio Return | 44.97% | 82.70% | 133.27% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,671 (+18.67%) | +$10,633 (+10.63%) | +$38,176 (+38.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 5% | 32% | 47% |
Vanguard Wellesley Income Fund Admiral Shares | VWIAX | 12% | - | - |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | 24% | 17% | 26% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 7% | 4% | - |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 33% | 20% | - |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 19% | 16% | 10% |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | - | 11% | 17% |
Total Portfolio | 100% | 100% | 100% |