Southwest Airlines Co. 401K Plan
Performance
HelpPortfolio Return | 54.94% | 106.37% | 174.54% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,611 (+27.61%) | +$45,482 (+45.48%) | +$75,646 (+75.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 24% | 44% | 64% |
Dodge & Cox Stock Fund | DODGX | 14% | 8% | 8% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 7% | 9% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 42% | 21% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 13% | 11% | 7% |
ICM Small Company Portfolio | ICSCX | - | 7% | 10% |
Total Portfolio | 100% | 100% | 100% |