Bank of America 401k
Performance
HelpPortfolio Return | 88.05% | 144.86% | 255.83% |
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) |
+$25,985 (+25.99%) | +$33,873 (+33.87%) | +$89,178 (+89.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 28% | 33% | 44% |
QS U.S. SM CAP EQUITY CIF | 7% | 10% | 12% | |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 7% | 7% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Templeton Intl Equity Cit | 7% | 6% | - | |
T ROWE Large Cap Trust | 4% | 5% | 8% | |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 11% | - | - |
Western Asset Core Bond Fund Class IS | WACSX | 21% | 18% | - |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 8% | 7% | 9% |
BlackRock US Fundamental Large Cl T Core | - | 14% | 21% | |
Dodge & Cox Stock Fund | DODGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |