Workday
Performance
HelpPortfolio Return | 49.42% | 77.65% | 126.62% |
Comparable Target-Date Fund [why this comparison?] |
26.58% Target-Date 2020 |
50.24% Target-Date 2030 |
77.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,839 (+22.84%) | +$27,406 (+27.41%) | +$48,818 (+48.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 6% | 20% | 46% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 14% | 6% | - |
American Funds The Growth Fund of America Class R-4 | RGAEX | 15% | 11% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 15% | 7% | - |
Putnam Equity Income Fund Class R5 | PEQLX | 19% | 15% | 9% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 15% | 14% | 8% |
American Funds 2010 Target Date Retirement Fund Class R-4 | RDATX | 16% | 9% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 9% | 17% |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | - | 9% | 20% |
Total Portfolio | 100% | 100% | 100% |