Western Alliance Bancorporation 401(k) Plan
Performance
HelpPortfolio Return | 8.95% | 139.43% | 244.70% |
Comparable Target-Date Fund [why this comparison?] |
62.07% Target-Date 2020 |
110.99% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$53,119 (-53.12%) | +$28,445 (+28.45%) | +$78,048 (+78.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 39% | - | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 4% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 5% | - |
American Funds The Growth Fund of America Class A | AGTHX | 9% | 8% | 21% |
DFA International Value Portfolio Institutional Class | DFIVX | 14% | 11% | 10% |
Schwab S&P 500 Index Fund | SWPPX | 21% | 29% | 49% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 41% | - |
American Funds Investment Company of America Class A | AIVSX | - | 6% | - |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |