Saint-Gobain Corporation 401(K) Plan For Salaried Employees
Performance
HelpPortfolio Return | 61.18% | 94.67% | 138.79% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,071 (+31.07%) | +$29,466 (+29.47%) | +$34,033 (+34.03%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 11% | 29% | 54% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 9% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 9% | 12% | 17% |
Dodge & Cox International Stock Fund | DODFX | 10% | 10% | 9% |
Fidelity Extended Market Index | FSMAX | 5% | 9% | 13% |
Fidelity Puritan Fund Class K | FPUKX | 15% | 17% | - |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 18% | 6% | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 23% | 17% | - |
Fidelity Contrafund Fund Class K | FCNKX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |