Adm 401 (K) And Employee Stock Ownership Plan For Hourly Employees
Performance
HelpPortfolio Return | 63.22% | 102.25% | 166.83% |
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) |
+$33,622 (+33.62%) | +$37,983 (+37.98%) | +$63,536 (+63.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 49% | 48% | 10% |
Dodge & Cox Stock Fund | DODGX | 9% | 11% | 10% |
PIMCO Total Return Fund Institutional Class | PTTRX | 36% | 15% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 6% | 8% | 13% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 18% | 57% |
Aristotle Small Cap Equity Fund Class I | ARSBX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |