Palo Alto Networks, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 57.96% | 106.06% | 191.54% |
Comparable Target-Date Fund [why this comparison?] |
36.02% Target-Date 2020 |
75.56% Target-Date 2030 |
121.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,940 (+21.94%) | +$30,499 (+30.50%) | +$70,416 (+70.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 12% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 26% | 18% | 7% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 28% | 15% | - |
Fidelity Puritan Fund Class K | FPUKX | 6% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 28% | 20% | 6% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 11% | - |
Fidelity Total Market Index | FSKAX | - | 36% | 81% |
Fidelity Value Fund Class K | FVLKX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |