Scottrade, Incorporated 401(K) Plan
Performance
HelpPortfolio Return | 46.94% | 77.68% | 124.65% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,638 (+20.64%) | +$18,889 (+18.89%) | +$29,558 (+29.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 21% | 39% | 62% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 22% | 9% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 10% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 19% | 10% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 13% | 16% | 10% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 9% |
Victory Integrity Small-Cap Value Fund Class R6 | MVSSX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |