Powdr Corp. 401(K) Plan
Performance
HelpPortfolio Return | 49.36% | 83.01% | 133.83% |
Comparable Target-Date Fund [why this comparison?] |
40.01% Target-Date 2020 |
81.37% Target-Date 2030 |
128.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,352 (+9.35%) | +$1,642 (+1.64%) | +$5,408 (+5.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
DFA Intermediate Government Fixed Income Portfolio Institutional Class | DFIGX | 25% | 16% | - |
DFA International Small Company Portfolio Institutional Class | DFISX | 27% | 26% | 12% |
DFA Two Year Global Fixed Income Portfolio Institutional Class | DFGFX | 12% | - | - |
DFA U.S. Large Company Portfolio | DFUSX | 36% | 58% | 76% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |