ILLUMIO 401(K) PLAN
Performance
HelpPortfolio Return | 33.85% | 64.62% | 123.41% |
Comparable Target-Date Fund [why this comparison?] |
12.63% Target-Date 2020 |
40.72% Target-Date 2030 |
72.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,218 (+21.22%) | +$23,891 (+23.89%) | +$51,170 (+51.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 5% | 11% | 27% |
Vanguard Short-Term Federal Fund Admiral Shares | VSGDX | 8% | - | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 27% | 45% | 56% |
DFA International Core Equity Portfolio Institutional Class | DFIEX | 21% | 20% | 12% |
American Funds AMCAP Fund Class R-6 | RAFGX | 5% | 5% | - |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 34% | 19% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |