IBM 401(k) Plus Plan
Performance
HelpPortfolio Return | 105.03% | 180.40% | 249.53% |
Comparable Target-Date Fund [why this comparison?] |
66.37% Target-Date 2020 |
106.72% Target-Date 2030 |
154.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$38,657 (+38.66%) | +$73,676 (+73.68%) | +$95,080 (+95.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Large Cap Stock Fund | FLCSX | 34% | 11% | 15% |
DFA International Small Company Portfolio Institutional Class | DFISX | 24% | 21% | 10% |
PIMCO GNMA Fund Institutional Class | PDMIX | 42% | 18% | - |
Large Company Index | - | 50% | - | |
Total Stock Market Index | - | - | 67% | |
Large-Cap Growth Index | - | - | 8% | |
Total Portfolio | 100% | 100% | 100% |