Cohesity, Inc. 401(k) Plan
Performance
HelpPortfolio Return | 24.94% | 60.47% | 168.85% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,826 (-1.83%) | +$880 (+0.88%) | +$72,502 (+72.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | 15% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 18% | 25% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 9% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 10% | - | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 10% | - | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 10% | 10% | 10% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 12% | 24% | 43% |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 14% | 26% | 47% |
Total Portfolio | 100% | 100% | 100% |