Aperio Group Llc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 38.72% | 54.89% | 78.49% |
Comparable Target-Date Fund [why this comparison?] |
18.91% Target-Date 2020 |
34.41% Target-Date 2030 |
54.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,809 (+19.81%) | +$20,483 (+20.48%) | +$24,015 (+24.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard GNMA Fund Investor Shares | VFIIX | 19% | 7% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 7% | 11% | 8% |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 41% | 21% | - |
Vanguard Star Fund Investor Shares | VGSTX | 20% | 11% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 2% | 17% | - |
Vanguard Windsor Fund Investor Share | VWNDX | 11% | 9% | 12% |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | - | 15% | 31% |
Vanguard Value Index Fund Investor Shares | VIVAX | - | 2% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | - | 7% | 10% |
Vanguard 500 Index Fund Investor Class | VFINX | - | - | 9% |
Vanguard Diversified Equity Fund Investor Shares | VDEQX | - | - | 9% |
Vanguard Global Equity Fund Investor Shares | VHGEX | - | - | 13% |
Vanguard Large Cap Index Fund Investor Shares | VLACX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |