401k Savings Plan of Fiserv, Inc. and its Participating Subsidiaries
Performance
HelpPortfolio Return | 42.96% | 137.22% | 224.24% |
Comparable Target-Date Fund [why this comparison?] |
55.82% Target-Date 2020 |
102.34% Target-Date 2030 |
154.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,864 (-12.86%) | +$34,881 (+34.88%) | +$69,817 (+69.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 10% | 17% | 37% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 8% | 17% | 38% |
Vanguard International Value Fund Investor Shares | VTRIX | 9% | 6% | 10% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 13% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 19% | 12% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 6% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 29% | - |
Vanguard Explorer Fund Investor Class | VEXPX | - | - | 8% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |