Accellion, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 54.58% | 93.77% | 160.59% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,984 (+24.98%) | +$29,495 (+29.50%) | +$57,296 (+57.30%) |
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% |