Autonation 401(K) Plan
Performance
HelpPortfolio Return | 53.52% | 83.04% | 134.12% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,773 (+24.77%) | +$19,972 (+19.97%) | +$32,207 (+32.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 36% | 44% | 65% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 19% | 12% | - |
Baird Core Plus Bond Fund Class Institutional | BCOIX | 21% | 8% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 1% | 10% | 13% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 23% | 17% | 10% |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | 9% | 12% |
Total Portfolio | 100% | 100% | 100% |