Accellion, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 50.23% | 87.51% | 151.04% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
59.91% Target-Date 2030 |
96.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,323 (+23.32%) | +$27,604 (+27.60%) | +$54,131 (+54.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 23% | 42% | 74% |
Fidelity Advisor Strategic Income Fund Class I | FSRIX | 15% | 6% | - |
American Funds AMCAP Fund Class R-6 | RAFGX | 12% | 12% | - |
American Funds U.S. Government Securities Fund Class R-6 | RGVGX | 27% | 14% | - |
Invesco Comstock Fund R5 Class | ACSHX | 7% | 5% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 15% | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 6% | 16% |
Total Portfolio | 100% | 100% | 100% |