Barneycast 401(k)
Performance
HelpPortfolio Return | 21.90% | 92.01% | 172.61% |
Comparable Target-Date Fund [why this comparison?] |
45.27% Target-Date 2020 |
87.88% Target-Date 2030 |
136.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,368 (-23.37%) | +$4,131 (+4.13%) | +$36,274 (+36.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | 6% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 17% | 17% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 23% | 26% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 15% | 9% | 25% |
Fidelity Government Income Fund | FGOVX | 12% | 9% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 3% | 9% | 16% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 18% | 49% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | 6% | 10% |
Total Portfolio | 100% | 100% | 100% |