VMware, Inc. 401k Savings Plan
Performance
HelpPortfolio Return | 76.09% | 146.59% | 247.39% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,757 (+19.76%) | +$44,573 (+44.57%) | +$93,127 (+93.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 7% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 33% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 10% | - | - |
PIMCO High Yield Fund Institutional Class | PHIYX | 6% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 3% | 3% | - |
Fidelity 500 Index | FXAIX | 7% | 22% | 71% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 37% | 26% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 16% | - |
Fidelity Extended Market Index | FSMAX | - | - | 15% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 10% |
Victory Integrity Small-Cap Value Fund Class R6 | MVSSX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |