The Clorox Company 401(K) Plan
Performance
HelpPortfolio Return | -3.14% | 25.28% | 45.83% |
Comparable Target-Date Fund [why this comparison?] |
-10.04% Target-Date 2020 |
9.15% Target-Date 2030 |
30.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,902 (+6.90%) | +$16,126 (+16.13%) | +$15,547 (+15.55%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 16% | 22% | 57% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 9% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 11% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 30% | 16% | - |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | 2% | 6% | 11% |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 7% | 8% | 14% |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 7% | - | 9% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 18% | 21% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
T. Rowe Price Growth Stock Fund | PRGFX | - | 5% | 9% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 12% | - |
Total Portfolio | 100% | 100% | 100% |