RAS 401K
Performance
HelpPortfolio Return | 49.62% | 115.79% | 159.02% |
Comparable Target-Date Fund [why this comparison?] |
41.76% Target-Date 2020 |
83.97% Target-Date 2030 |
131.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,862 (+7.86%) | +$31,824 (+31.82%) | +$27,171 (+27.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 4% | 14% | 33% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 19% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 77% | 24% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 19% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | - | 17% | 38% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 26% | - |
Vanguard U.S Growth Fund Admiral Shares | VWUAX | - | - | 8% |
Dodge & Cox Stock Fund | DODGX | - | - | 7% |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |