Command Security Corporation 401(K) Plan
Performance
HelpPortfolio Return | -4.91% | 54.30% | 109.43% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$38,272 (-38.27%) | -$16,578 (-16.58%) | -$4,149 (-4.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 28% | 7% | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 6% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 9% | 15% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 10% | - | - |
T. Rowe Price Equity Income Fund Advisor Class | PAFDX | 12% | 20% | 45% |
T. Rowe Price Growth Stock Fund Advisor Class | TRSAX | 9% | 18% | 43% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 13% | 12% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 7% | - |
Total Portfolio | 100% | 100% | 100% |