Bloomberg L.P. 401(K) Plan
Performance
HelpPortfolio Return | 49.99% | 87.47% | 134.33% |
Comparable Target-Date Fund [why this comparison?] |
31.01% Target-Date 2020 |
66.94% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,981 (+18.98%) | +$20,529 (+20.53%) | +$26,295 (+26.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 30% | 65% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 19% | 7% | - |
Fidelity Contrafund Fund | FCNTX | 7% | 9% | - |
Aberdeen Emerging Markets Fund Institutional Class | ABEMX | 6% | 5% | - |
Dodge & Cox Balanced Fund | DODBX | 13% | 15% | - |
Dodge & Cox Stock Fund | DODGX | 7% | 9% | 10% |
Harbor International Fund Institutional Class | HAINX | 11% | 11% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 5% | 7% | 13% |
PIMCO Total Return Fund Institutional Class | PTTRX | 18% | 7% | - |
Royce Total Return Fund Institutional Class | RTRIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |