ATMI 401k
Performance
HelpPortfolio Return | 30.05% | 55.38% | 83.28% |
Comparable Target-Date Fund [why this comparison?] |
8.35% Target-Date 2020 |
35.21% Target-Date 2030 |
65.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,707 (+21.71%) | +$20,172 (+20.17%) | +$17,510 (+17.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 15% | 20% | 21% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 13% | 18% | 9% |
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 27% | 13% | - |
DFA International Core Equity Portfolio Institutional Class | DFIEX | 23% | 23% | 13% |
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class | PGBIX | 14% | 5% | - |
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 8% | 21% | 45% |
Principal SmallCap Value Fund II Institutional Class | PPVIX | - | - | 6% |
Principal SmallCap S&P 600 Index Fund Institutional Class | PSSIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |