The Colony Group, Llc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 21.89% | 54.22% | 103.90% |
Comparable Target-Date Fund [why this comparison?] |
8.58% Target-Date 2020 |
36.22% Target-Date 2030 |
67.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,312 (+13.31%) | +$17,999 (+18.00%) | +$36,069 (+36.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 35% | 57% | 72% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 41% | 18% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 1% | 1% | 10% |
Touchstone International Small Cap Fund Institutional | TNSIX | 7% | 8% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 16% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 10% |
Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |