The 401(K)Retirement Plan Of Areva
Performance
HelpPortfolio Return | 38.82% | 72.44% | 118.93% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,282 (+12.28%) | +$13,108 (+13.11%) | +$22,839 (+22.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 29% | 50% |
Vanguard International Value Fund Investor Shares | VTRIX | 17% | 16% | 9% |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 20% | 27% | 22% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 7% | 8% | 8% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 42% | 20% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |