Abeam Consulting Usa, Ltd 401(K) Plan
Performance
HelpPortfolio Return | 56.65% | 97.41% | 146.81% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,599 (+29.60%) | +$35,726 (+35.73%) | +$46,931 (+46.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 29% | 46% | 63% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | 5% | 8% | 8% |
Dodge & Cox International Stock Fund | DODFX | 14% | 14% | 11% |
Harbor Bond Fund Administrative Class | HRBDX | 20% | 9% | - |
Harbor Bond Fund Institutional Class | HABDX | 24% | 12% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 8% | 11% | 13% |
Columbia Mid Cap Index Fund Class R5 Shares | CPXRX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |