Adm 401(K) And Employee Stock Ownership Plan For Salaried Employees
Performance
HelpPortfolio Return | 42.56% | 75.23% | 124.37% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,513 (+15.51%) | +$13,546 (+13.55%) | +$24,481 (+24.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 26% | 48% | 71% |
Vanguard International Growth Fund Admiral Shares | VWILX | 11% | 12% | 8% |
Vanguard Wellington Fund Admiral Shares | VWENX | 11% | 6% | - |
Dodge & Cox Stock Fund | DODGX | 13% | 15% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 39% | 19% | - |
IronBridge Small Cap Fund | IBSCX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |