Alstom Inc 401(K) Plan
Performance
HelpPortfolio Return | 18.57% | 15.88% | 40.88% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.32% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$11,028 (-11.03%) | -$48,435 (-48.44%) | -$62,630 (-62.63%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 20% | 36% | 55% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 7% | - | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | 8% | 9% | 12% |
Fidelity Extended Market Index | FSMAX | 6% | 10% | 14% |
Legg Mason BW Global Opportunities Bond Fund Class I | GOBIX | 5% | - | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 7% | 8% | 9% |
PIMCO Total Return Fund Institutional Class | PTTRX | 8% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 12% | 12% | 10% |
Fidelity Freedom Income Class K | FNSHX | 27% | 25% | - |
Total Portfolio | 100% | 100% | 100% |