Dental Care Alliance 401(K) Plan
Performance
HelpPortfolio Return | 40.47% | 73.04% | 124.42% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
40.14% Target-Date 2030 |
70.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,773 (+27.77%) | +$32,898 (+32.90%) | +$53,643 (+53.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 7% | 20% | 30% |
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 31% | 25% | - |
Vanguard International Explorer Fund Investor Shares | VINEX | 12% | 10% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 19% | 10% | - |
DFA Global Equity Portfolio Institutional Class | DGEIX | 21% | 20% | 29% |
Vanguard Total International Bond Index Fund Admiral Shares | VTABX | 10% | - | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 3% | 6% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 12% | 35% |
Total Portfolio | 100% | 100% | 100% |