eBay, Inc. 401(k) Savings Plan
Performance
HelpPortfolio Return | 84.52% | 143.00% | 257.61% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,102 (+23.10%) | +$33,214 (+33.21%) | +$92,874 (+92.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Balanced Fund | DODBX | 24% | 18% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 10% | 14% | 10% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 37% | 17% | - |
Schwab S&P 500 Index Fund | SWPPX | 19% | 31% | 61% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 10% | 10% | - |
Dodge & Cox Stock Fund | DODGX | - | 10% | 13% |
Fidelity Extended Market Index | FSMAX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |