Choicestream, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 56.26% | 94.59% | 159.60% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
73.94% Target-Date 2030 |
117.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,299 (+20.30%) | +$20,654 (+20.65%) | +$42,577 (+42.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 11% | 24% | 41% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 6% | 9% | 11% |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | 7% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 27% | 15% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 11% | 14% | 22% |
Ariel Appreciation Fund Investor Class | CAAPX | 6% | 6% | 7% |
Domini Social Equity Fund Investor Class | DSEFX | 7% | 9% | 10% |
Oppenheimer Developing Markets Fund Class A | ODMAX | 7% | 7% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 6% | 7% | 9% |
American Funds American High-Income Trust Class R-6 | RITGX | 12% | 9% | - |
Total Portfolio | 100% | 100% | 100% |