Lsi Corporation 401(K) Plan
Performance
HelpPortfolio Return | 48.01% | 84.38% | 111.65% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,896 (+17.90%) | +$19,171 (+19.17%) | +$6,895 (+6.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 18% | 39% | 77% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 4% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 6% | - | - |
Fidelity Puritan Fund Class K | FPUKX | 17% | 14% | - |
JPMorgan Large Cap Value Fund Class R6 | JLVMX | 8% | 6% | 6% |
Fidelity Freedom Income Class K | FNSHX | 10% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 37% | 33% | - |
Fidelity Extended Market Index | FSMAX | - | 8% | 17% |
Total Portfolio | 100% | 100% | 100% |