Aaa Washington 401(K) Savings Plan
Performance
HelpPortfolio Return | 40.65% | 75.40% | 11.08% |
Comparable Target-Date Fund [why this comparison?] |
14.36% Target-Date 2020 |
44.42% Target-Date 2030 |
79.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,292 (+26.29%) | +$30,983 (+30.98%) | -$67,964 (-67.96%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Total Market Index | FSKAX | 36% | 62% | 85% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 28% | 20% | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 9% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 11% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 18% | 10% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |