Bnccorp, Inc. 401(K) Savings Plan
Performance
HelpPortfolio Return | 67.26% | 128.67% | 217.64% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.30% Target-Date 2030 |
134.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,820 (+24.82%) | +$43,375 (+43.38%) | +$83,406 (+83.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 1% | 5% | 12% |
Vanguard GNMA Fund Admiral Shares | VFIJX | 17% | 1% | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 62% | 48% | - |
American Funds The Growth Fund of America Class A | AGTHX | 10% | 10% | - |
Dodge & Cox Stock Fund | DODGX | 10% | 11% | 14% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 25% | 64% |
T. Rowe Price Growth Stock Fund | PRGFX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |