Hewlett-Packard Company 401(k) Plan
Performance
HelpPortfolio Return | 33.28% | 153.42% | 602.73% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.54% Target-Date 2030 |
112.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$504 (-0.50%) | +$82,877 (+82.88%) | +$490,354 (+490.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
HP U.S. Small/Mid Cap Equity Index Fund | 6% | 8% | 14% | |
1950 Fund | 22% | - | - | |
1960 Fund | 24% | 18% | - | |
1965 Fund | 12% | 10% | - | |
HP U.S. Large Cap Equity Index Fund | 15% | 29% | 66% | |
HP International Equity Fund | 6% | 5% | 10% | |
HP Short Term Bond Fund | 15% | 8% | - | |
HP Large Cap Equity Fund | - | 6% | 10% | |
1980 Fund | - | 11% | - | |
1985 Fund | - | 5% | - | |
Total Portfolio | 100% | 100% | 100% |