Texa$aver 401(k) Plan
Performance
HelpPortfolio Return | 95.45% | 158.11% | 231.70% |
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) |
+$33,380 (+33.38%) | +$47,127 (+47.13%) | +$65,054 (+65.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 3% | 9% | 13% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 20% | 38% | 52% |
BlackRock Short-Term Investment Fund | 5% | - | - | |
Davis New York Venture Fund Class A | NYVTX | 9% | 8% | 7% |
AB All Market Real Return Portfolio Advisor Class | AMTYX | 11% | 10% | - |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 17% | 19% | - |
BlackRock Bond Index Fund | 25% | 11% | - | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | 10% | - | - |
Lord Abbett Small Cap Value Fund Class I | LRSYX | - | 5% | 10% |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | - | - | 8% |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |