Surveymonkey 401(K) Plan
Performance
HelpPortfolio Return | -12.54% | 3.88% | 22.26% |
Comparable Target-Date Fund [why this comparison?] |
-9.23% Target-Date 2020 |
1.46% Target-Date 2030 |
13.22% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,309 (-3.31%) | +$2,423 (+2.42%) | +$9,042 (+9.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | 5% | - | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | 14% | 34% | 72% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 7% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 30% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 11% | - | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 8% | 11% |
Pax Balanced Fund Class Institutional | PAXIX | 25% | 19% | - |
Fidelity Extended Market Index | FSMAX | - | 9% | 17% |
Total Portfolio | 100% | 100% | 100% |