Getty Images, Inc. 401(k) Profit Sharing Plan
Performance
HelpPortfolio Return | 107.86% | 161.00% | 234.36% |
Comparable Target-Date Fund [why this comparison?] |
62.07% Target-Date 2020 |
110.99% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$45,790 (+45.79%) | +$50,017 (+50.02%) | +$67,705 (+67.71%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 26% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 50% | 42% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 18% | 22% | 30% |
American Funds The Growth Fund of America Class R-4 | RGAEX | 6% | 8% | 12% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 10% | 41% |
Vanguard Capital Opportunity Fund Investor Shares | VHCOX | - | 5% | 9% |
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | - | 13% | - |
Royce Premier Fund Investment Class | RYPRX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |