Davis Wright Tremaine LLP, 401(k) Profit Sharing
Performance
HelpPortfolio Return | 93.94% | 150.18% | 229.97% |
Comparable Target-Date Fund [why this comparison?] |
58.08% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$35,862 (+35.86%) | +$150,183 (+150.18%) | +$229,970 (+229.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 25% | 42% | 64% |
PIMCO Total Return Fund Institutional Class | PTTRX | 33% | 21% | - |
Payden Low Duration Fund | PYSBX | 10% | - | - |
Brandes Investment Advisors Global Equity | 17% | 13% | 11% | |
American Funds Fundamental Investors Class R-6 | RFNGX | 15% | 17% | 9% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | - | 7% | 8% |
Baron Small Cap Fund Institutional Class | BSFIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |