Warrensburg Chrylser Dodge Jeep, Llc 401K Plan
Performance
HelpPortfolio Return | -12.41% | 29.13% | 62.71% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
40.14% Target-Date 2030 |
70.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$25,110 (-25.11%) | -$11,015 (-11.01%) | -$8,069 (-8.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Equity-Income Fund Admiral Shares | VEIRX | 12% | 20% | 33% |
Vanguard Short-Term Investment-Grade Fund Admiral Shares | VFSUX | 2% | - | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | 10% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 16% | 20% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 9% | - | - |
DFA International Core Equity Portfolio Institutional Class | DFIEX | 14% | 9% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 12% | 18% | 34% |
Prudential Total Return Bond Fund Class Q | PTRQX | 9% | - | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 23% | - |
American Funds Fundamental Investors Class R-5 | RFNFX | - | - | 22% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |