Grant Thornton Llp 401(K) Savings Plan
Performance
HelpPortfolio Return | 27.72% | 49.96% | 67.54% |
Comparable Target-Date Fund [why this comparison?] |
40.02% Target-Date 2020 |
55.97% Target-Date 2030 |
69.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,302 (-12.30%) | -$6,003 (-6.00%) | -$2,043 (-2.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Federal Money Market Fund Investor Shares | 6% | - | - | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 10% | 13% | 15% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 28% | 47% | 60% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 25% | 20% | - |
Fidelity Growth Company | FDGRX | 2% | 2% | 6% |
Loomis Sayles Global Bond Fund Institutional Class | LSGBX | 6% | - | - |
JPMorgan High Yield Fund Select Class | OHYFX | 6% | - | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 17% | 18% | 10% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |