Gliffy, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 6.49% | 64.67% | 132.46% |
Comparable Target-Date Fund [why this comparison?] |
27.19% Target-Date 2020 |
60.53% Target-Date 2030 |
98.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$20,702 (-20.70%) | +$4,145 (+4.15%) | +$34,387 (+34.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | 6% | 6% | 9% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 16% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 32% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 17% | 21% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 14% | 6% | 12% |
SSgA U.S. Bond Index Ret Opt | 8% | - | - | |
Alger Capital Appreciation Fund Class A | ACAAX | 8% | 6% | 6% |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | - | 22% | 62% |
JPMorgan U.S. Equity Fund Class R2 | JUEZX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |