Islandwood 401(K) Plan
Performance
HelpPortfolio Return | -34.51% | 46.39% | 168.88% |
Comparable Target-Date Fund [why this comparison?] |
36.51% Target-Date 2020 |
74.93% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$71,016 (-71.02%) | -$28,536 (-28.54%) | +$50,285 (+50.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Investor Shares | VBINX | 19% | 22% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 6% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 4% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 30% | - | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 4% | - | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 8% | 7% | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 3% | 8% | - |
Vanguard 500 Index Fund Investor Class | VFINX | - | 13% | 76% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 23% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 17% | - |
Royce Special Equity Fund Service Class | RSEFX | - | 6% | 7% |
BlackRock Natural Resources Trust Institutional Shares | MAGRX | - | - | 9% |
T. Rowe Price New America Growth Fund Advisor Class | PAWAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |