Avago Technologies U.S. Inc. 401(K) Plan
Performance
HelpPortfolio Return | 15.34% | 22.65% | 61.07% |
Comparable Target-Date Fund [why this comparison?] |
66.44% Target-Date 2020 |
37.16% Target-Date 2030 |
76.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$51,104 (-51.10%) | -$14,506 (-14.51%) | -$15,241 (-15.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 8% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 30% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 15% | 19% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 18% | 11% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 9% | - | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 4% | 7% | 15% |
PIMCO High Yield Fund Institutional Class | PHIYX | 5% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
Fidelity 500 Index | FXAIX | 11% | 22% | 61% |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 4% | - |
Fidelity Contrafund Fund Class K | FCNKX | - | 7% | 6% |
Fidelity Growth Company Fund Class K | FGCKX | - | - | 7% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |