Expedia, Inc. 401(k) Retirement Savings Plan
Performance
HelpPortfolio Return | 57.48% | 170.91% | 275.33% |
Comparable Target-Date Fund [why this comparison?] |
72.81% Target-Date 2020 |
128.94% Target-Date 2030 |
192.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$15,328 (-15.33%) | +$41,970 (+41.97%) | +$83,289 (+83.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 15% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 8% | 9% |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 22% | 13% | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 6% | 6% | 9% |
T. Rowe Price Institutional Large Cap Value Fund | TILCX | 15% | 13% | 16% |
Fidelity Contrafund Fund Class K | FCNKX | 8% | 8% | 6% |
Fidelity Extended Market Index | FSMAX | - | 6% | 13% |
Fidelity 500 Index | FXAIX | - | 19% | 47% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 12% | - |
Total Portfolio | 100% | 100% | 100% |