Object Edge, Inc. Employees' 401(K) Savings Plan
Performance
HelpPortfolio Return | 37.64% | 85.60% | 159.96% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,283 (+4.28%) | +$14,723 (+14.72%) | +$46,377 (+46.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 7% | 11% | 17% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 4% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 41% | 19% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 5% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 8% | 11% | 18% |
Fidelity Extended Market Index | FSMAX | 7% | 10% | 18% |
PIMCO Income Fund Institutional Class | PIMIX | 10% | 8% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 9% | 38% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 10% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 22% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |