Trinet 401(K) Plan
Performance
HelpPortfolio Return | 37.58% | 105.43% | 261.48% |
Comparable Target-Date Fund [why this comparison?] |
43.81% Target-Date 2020 |
87.60% Target-Date 2030 |
137.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,235 (-6.24%) | +$17,823 (+17.82%) | +$123,738 (+123.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Legal & General S&P 500 Ret Acct. | 9% | 32% | 71% | |
Vanguard Target Retirement 2015 Ret Acct. | 10% | 8% | - | |
Vanguard Target Retirement 2025 Ret Acct. | 36% | 22% | - | |
Vanguard Target Retirement 2030 Ret Acct. | 37% | 14% | - | |
Baird Aggregate Bond Ret Acct. | 8% | - | - | |
SSgA Russell Small Cap Index Ret Acct. | - | 9% | 18% | |
Vanguard Target Retirement 2060 Ret Acct. | - | 15% | - | |
American Funds New Perspective Ret Acct. | - | - | 11% | |
Total Portfolio | 100% | 100% | 100% |