Gai Consultants, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 49.60% | 98.89% | 176.37% |
Comparable Target-Date Fund [why this comparison?] |
33.29% Target-Date 2020 |
71.20% Target-Date 2030 |
113.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,309 (+16.31%) | +$27,694 (+27.69%) | +$62,983 (+62.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 31% | 51% | 72% |
Vanguard GNMA Fund Admiral Shares | VFIJX | 22% | 19% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 15% | - | - |
Federated Institutional High Yield Bond Fund Institutional Shares | FIHBX | 6% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 17% | 9% |
T. Rowe Price Mid-Cap Value I | TRMIX | 10% | 13% | 8% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |