Synopsys 401(K) Plan
Performance
HelpPortfolio Return | 42.91% | 140.66% | 240.84% |
Comparable Target-Date Fund [why this comparison?] |
57.65% Target-Date 2020 |
108.00% Target-Date 2030 |
165.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$14,732 (-14.73%) | +$32,654 (+32.65%) | +$75,099 (+75.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 24% | 79% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 20% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 27% | 33% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 8% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 13% | 16% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | - | - |
T. Rowe Price Institutional Small-Cap Stock Fund | TRSSX | 7% | 10% | 21% |
Fidelity Puritan Fund Class K | FPUKX | 7% | 10% | - |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 7% | - |
Total Portfolio | 100% | 100% | 100% |