Drayer Physical Therapy Institute 401(K) Plan
Performance
HelpPortfolio Return | 38.43% | 64.43% | 108.66% |
Comparable Target-Date Fund [why this comparison?] |
12.82% Target-Date 2020 |
40.46% Target-Date 2030 |
71.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,605 (+25.60%) | +$23,976 (+23.98%) | +$37,283 (+37.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 10% | 30% | 57% |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 73% | 50% | - |
American Century Government Bond Fund Investor Class | CPTNX | 12% | - | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | 5% | 9% | 14% |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | - | 5% | 10% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 6% | 12% |
T. Rowe Price Value Fund | TRVLX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |