Kpff, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 60.79% | 99.07% | 140.80% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,460 (+33.46%) | +$38,181 (+38.18%) | +$41,909 (+41.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Windsor II Fund Admiral Shares | VWNAX | 25% | 35% | 33% |
PIMCO Total Return Fund Class A | PTTAX | 12% | - | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 10% | 14% | - |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 16% | 7% | - |
American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | 17% | 12% | - |
American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | 20% | 20% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 12% | 45% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | - | - | 5% |
MFS New Discovery Fund Class A | MNDAX | - | - | 8% |
T. Rowe Price Growth Stock Fund | PRGFX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |