Savings Plan (401(K)) Of Mitsubishi International Corporation
Performance
HelpPortfolio Return | 14.15% | 49.37% | 148.77% |
Comparable Target-Date Fund [why this comparison?] |
-6.56% Target-Date 2020 |
12.13% Target-Date 2030 |
31.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,716 (+20.72%) | +$37,239 (+37.24%) | +$117,103 (+117.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 29% | 19% | - |
Large Cap Value / AJO Fund | 12% | 16% | 15% | |
Mid Cap Value / Robeco | 6% | 8% | 12% | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 8% | 11% | 17% |
Core Plus Bond / PGIM Fund | 12% | - | - | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 15% | 6% |
Dryden S&P 500 Index Fund | 7% | 19% | 41% | |
Fidelity Contrafund K6 | FLCNX | 9% | 12% | 9% |
Total Portfolio | 100% | 100% | 100% |