Lsi Corporation 401(K) Plan
Performance
HelpPortfolio Return | 48.36% | 85.74% | 115.57% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,543 (+17.54%) | +$19,153 (+19.15%) | +$7,965 (+7.97%) |
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% |