Costco Wholesale Corporation 401(k) Retirement Plan
Performance
HelpPortfolio Return | 111.62% | 182.92% | 263.29% |
Comparable Target-Date Fund [why this comparison?] |
58.43% Target-Date 2020 |
103.99% Target-Date 2030 |
156.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$53,187 (+53.19%) | +$78,930 (+78.93%) | +$106,806 (+106.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 25% | 44% | 55% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 25% | 9% | - |
PIMCO Income Fund Institutional Class | PIMIX | 18% | 12% | - |
Large Cap Growth Portfolio | 5% | 5% | 8% | |
Small-Cap Core Portfolio | 11% | 14% | 16% | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 16% | 16% | 7% |
T. Rowe Price Large Cap Value Portfolio | - | - | 14% | |
Total Portfolio | 100% | 100% | 100% |