T.E.M.A. 401K
Performance
HelpPortfolio Return | 60.04% | 95.76% | 145.18% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,516 (+32.52%) | +$34,699 (+34.70%) | +$46,245 (+46.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Inflation-Protected Securities Fund Institutional Shares | VIPIX | 8% | - | - |
Fidelity Balanced Fund | FBALX | 54% | 43% | - |
Dodge & Cox Stock Fund | DODGX | 6% | 10% | 11% |
Vanguard Prime Money Market Fund Admiral Shares | VMRXX | 18% | 6% | - |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 14% | 14% | 7% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 20% | 60% |
American Funds The Growth Fund of America Class R-6 | RGAGX | - | 7% | 6% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 11% |
Fidelity Contrafund Fund | FCNTX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |