Airgas, Inc. 401K Plan
Performance
HelpPortfolio Return | 113.54% | 174.00% | 247.22% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$57,209 (+57.21%) | +$71,981 (+71.98%) | +$92,965 (+92.96%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 16% | 27% | - |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 25% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 44% | 35% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 15% | 18% | 29% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 20% | 57% |
Vanguard Explorer Fund Investor Class | VEXPX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |