Netjets Inc. 401(K) Plan
Performance
HelpPortfolio Return | 12.58% | 30.19% | 60.88% |
Comparable Target-Date Fund [why this comparison?] |
-5.10% Target-Date 2020 |
14.57% Target-Date 2030 |
35.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,688 (+17.69%) | +$15,620 (+15.62%) | +$25,481 (+25.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 11% | - |
Vanguard Total Stock Market Index Institutional Plus | 35% | 58% | 83% | |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 9% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 17% | 9% |
Invesco Growth and Income Fund R5 Class | ACGQX | 5% | 5% | 8% |
Total Portfolio | 100% | 100% | 100% |