Gilead Sciences 401(K) Plan
Performance
HelpPortfolio Return | 38.44% | 60.27% | 105.41% |
Comparable Target-Date Fund [why this comparison?] |
12.34% Target-Date 2020 |
40.46% Target-Date 2030 |
72.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,098 (+26.10%) | +$19,815 (+19.81%) | +$33,023 (+33.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 29% | 37% | 64% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 16% | - | - |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | 11% | 11% | 8% |
Fidelity Freedom Income Class K | FNSHX | 1% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 7% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 25% | 28% | - |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 10% | - |
T. Rowe Price Blue Chip Growth Trust (Class T5) | - | 7% | 10% | |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 9% |
Fidelity Extended Market Index | FSMAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |