Agropur Usa Inc. 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 39.81% | 76.70% | 136.29% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,217 (+10.22%) | +$12,426 (+12.43%) | +$33,003 (+33.00%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 5% | 21% | 47% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 19% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 19% | 31% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 12% | 4% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 9% | 9% |
PIMCO Total Return Fund Institutional Class | PTTRX | 14% | 6% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 11% | 14% | 15% |
T. Rowe Price Equity Income Fund | PRFDX | 12% | 15% | 15% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 8% |
Victory Diversified Stock Fund Class I | VDSIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |