Alcatraz Cruises 401K Plan
Performance
HelpPortfolio Return | -10.65% | 61.97% | 167.89% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.67% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$40,246 (-40.25%) | -$2,705 (-2.70%) | +$63,133 (+63.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 16% | 9% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 32% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 27% | 14% | - |
Fidelity Advisor New Insights Fund Class I | FINSX | 5% | 3% | - |
Manning & Napier Pro-Blend Conservative Term Series Class I | MNCIX | 14% | - | - |
Voya Russell Small Cap Index Portfolio Class I | IIRSX | 6% | 6% | 7% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 16% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 31% | 93% |
Total Portfolio | 100% | 100% | 100% |