Kpmg 401(K) Plan
Performance
HelpPortfolio Return | 43.34% | 74.32% | 122.14% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,750 (+13.75%) | +$10,049 (+10.05%) | +$18,844 (+18.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | 8% | 9% | - |
Vanguard Intermediate-Term Treasury Fund Admiral Shares | VFIUX | 8% | - | - |
Dodge & Cox International Stock Fund | DODFX | 13% | 11% | 7% |
Dodge & Cox Income Fund | DODIX | 8% | - | - |
PIMCO Income Fund Class A | PONAX | 5% | - | - |
DFA U.S. Sustainability Core 1 Portfolio | DFSIX | 29% | 38% | 62% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 14% | 21% | 20% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 15% | 13% | - |
MFS Value Fund Class A | MEIAX | - | 8% | 11% |
Total Portfolio | 100% | 100% | 100% |