FrontRange Solutions Inc 401K
Performance
HelpPortfolio Return | 71.74% | 112.51% | 197.60% |
Comparable Target-Date Fund [why this comparison?] |
55.71% Target-Date 2020 |
100.87% Target-Date 2030 |
152.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,026 (+16.03%) | +$11,637 (+11.64%) | +$45,160 (+45.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 20% | 36% | 58% |
Vanguard Short-Term Federal Fund Investor Shares | VSGBX | 9% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 33% | 19% | - |
BlackRock U.S. Opportunities Portfolio Institutional Shares | BMCIX | 12% | 11% | - |
Dodge & Cox International Stock Fund | DODFX | 15% | 13% | 11% |
MainStay Large Cap Growth Fund Class I | MLAIX | 11% | 11% | 12% |
Thornburg Value Fund Class R5 | TVRRX | - | 10% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 9% |
Invesco Growth and Income Fund Class Y | ACGMX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |