Cisco Systems, Inc. 401(k) Plan
Performance
HelpPortfolio Return | 99.51% | 168.52% | 244.78% |
Comparable Target-Date Fund [why this comparison?] |
63.37% Target-Date 2020 |
99.44% Target-Date 2030 |
139.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$36,147 (+36.15%) | +$69,088 (+69.09%) | +$105,523 (+105.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock U.S. Debt Index - F | 19% | - | - | |
BlackRock U.S. Equity Market Index - F | 16% | 35% | 66% | |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
BlackRock LifePath Index 2025 F | 20% | 23% | - | |
BlackRock LifePath Index 2035 F | 12% | 12% | - | |
BlackRock LifePath Index 2040 F | 7% | 7% | - | |
BlackRock LifePath Index 2050 F | 8% | 8% | 8% | |
BlackRock LifePath Index 2055 F | 9% | 9% | 16% | |
BlackRock LifePath Index Retirement F | - | 6% | - | |
BlackRock LifePath Index 2060 F | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |