Sysco Corporation Employees' 401(k) Plan
Performance
HelpPortfolio Return | 59.24% | 130.46% | 232.80% |
Comparable Target-Date Fund [why this comparison?] |
57.90% Target-Date 2020 |
103.82% Target-Date 2030 |
155.70% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$1,340 (+1.34%) | +$26,646 (+26.65%) | +$77,107 (+77.11%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 10% | 25% | 66% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 10% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 26% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 18% | 14% | - |
Oakmark Global Fund Class I | OAKGX | 8% | 6% | 8% |
PIMCO High Yield Fund Institutional Class | PHIYX | 4% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Fidelity Puritan Fund Class K | FPUKX | 12% | 14% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 8% | 14% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | - |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 7% |
Fidelity Growth Company Fund Class K | FGCKX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |