Credit Acceptance Corporation 401(K) Plan And Trus
Performance
HelpPortfolio Return | -18.01% | 19.02% | 49.84% |
Comparable Target-Date Fund [why this comparison?] |
26.94% Target-Date 2020 |
20.70% Target-Date 2030 |
51.46% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$44,954 (-44.95%) | -$1,679 (-1.68%) | -$1,621 (-1.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 10% | 21% | 64% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 19% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 18% | 26% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 16% | 6% | - |
Putnam High Yield Advantage Fund Class A | PHYIX | 7% | - | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 12% | 14% | 7% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 12% | 12% | 14% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 6% | - | 6% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 11% | - |
American Beacon Small Cap Value Fund Class Y | ABSYX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |