Okta, Inc 401(k)
Performance
HelpPortfolio Return | 77.82% | 133.47% | 232.58% |
Comparable Target-Date Fund [why this comparison?] |
49.69% Target-Date 2020 |
95.88% Target-Date 2030 |
149.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,129 (+28.13%) | +$37,591 (+37.59%) | +$82,884 (+82.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 12% | 9% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 27% | 13% | - |
Metropolitan West High Yield Bond Fund Class Institutional | MWHIX | 7% | - | - |
AMG Yacktman Fund Class I | YACKX | 7% | 7% | - |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | 26% | 31% | - |
Fidelity Small Cap Index | FSSNX | 6% | 8% | 16% |
Fidelity 500 Index | FXAIX | 15% | 32% | 77% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |