Ariba, Inc. Employee's 401k Savings Plan
Performance
HelpPortfolio Return | 84.26% | 144.11% | 224.50% |
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) |
+$28,551 (+28.55%) | +$43,240 (+43.24%) | +$72,064 (+72.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 18% | 26% | 46% |
Harbor International Fund Institutional Class | HAINX | 15% | 14% | 6% |
PIMCO Total Return Fund Institutional Class | PTTRX | 18% | 8% | - |
American Century Government Bond Fund Institutional Class | ABTIX | 22% | 10% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 15% | 18% | 11% |
Invesco Growth and Income Fund R5 Class | ACGQX | 12% | 15% | 5% |
Schwab S&P 500 Index Fund | SWPPX | - | 9% | 17% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 9% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |