Zonar Systems Inc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 31.87% | 59.79% | 105.84% |
Comparable Target-Date Fund [why this comparison?] |
12.36% Target-Date 2020 |
39.64% Target-Date 2030 |
70.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,506 (+19.51%) | +$20,151 (+20.15%) | +$35,773 (+35.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 9% | 17% | 20% |
Vanguard 500 Index Fund Admiral Class | VFIAX | 9% | 14% | 37% |
Vanguard GNMA Fund Admiral Shares | VFIJX | 22% | 20% | - |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 17% | - | - |
DFA International Core Equity Portfolio Institutional Class | DFIEX | 13% | 13% | 7% |
DFA Global Equity Portfolio Institutional Class | DGEIX | 23% | 28% | 21% |
Dodge & Cox Income Fund | DODIX | 7% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | - | 8% | 7% |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |