Viawest, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 38.77% | 57.89% | 80.07% |
Comparable Target-Date Fund [why this comparison?] |
30.96% Target-Date 2020 |
49.88% Target-Date 2030 |
74.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,806 (+7.81%) | +$8,007 (+8.01%) | +$5,980 (+5.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 22% | 19% | - |
Dodge & Cox International Stock Fund | DODFX | 16% | 17% | 11% |
Principal Core Plus Bond Fund Institutional Class | PMSIX | 33% | 12% | - |
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 24% | 46% | 65% |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | 5% | 6% | 12% |
Principal SmallCap S&P 600 Index Fund Institutional Class | PSSIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |