Agilent Technologies, Inc. 401(k) Plan
Performance
HelpPortfolio Return | 68.19% | 102.73% | 220.75% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,770 (+6.77%) | -$7,061 (-7.06%) | +$56,013 (+56.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 16% | 30% | 62% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 6% | 14% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 28% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 28% | - | - |
BlackRock US Debt Index - Class T | 7% | - | - | |
PIMCO Total Return Fund Institutional Class | PTTRX | 8% | - | - |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 7% | 6% | 7% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 11% | 14% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 5% | - |
Domini Social Equity Fund Institutional Class | DIEQX | - | 6% | 11% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 7% | - |
Small Cap Core | - | - | 6% | |
Total Portfolio | 100% | 100% | 100% |