YAHOO! Inc. 401(k) Plan
Performance
HelpPortfolio Return | 121.39% | 203.02% | 306.45% |
Comparable Target-Date Fund [why this comparison?] |
72.12% Target-Date 2020 |
127.65% Target-Date 2030 |
189.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$49,270 (+49.27%) | +$75,370 (+75.37%) | +$116,509 (+116.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 17% | 27% | 66% |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 8% | - | - |
Fidelity Contrafund Fund | FCNTX | 7% | 8% | 5% |
Dodge & Cox Income Fund | DODIX | 11% | - | - |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 14% | 16% | - |
T. Rowe Price Small-Cap Value Equity Trust, Class D | 9% | 10% | 8% | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 11% | 3% | 9% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 17% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 19% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |