Intel Corporation 401(k)
Performance
HelpPortfolio Return | 42.73% | 63.42% | 86.75% |
Comparable Target-Date Fund [why this comparison?] |
49.24% Target-Date 2020 |
66.15% Target-Date 2030 |
80.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,510 (-6.51%) | -$2,734 (-2.73%) | +$6,331 (+6.33%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
US Cash / Money Market | USCASH | 38% | 18% | - |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 18% | 24% | 29% |
Fidelity Growth Company | FDGRX | 5% | 6% | 5% |
Fidelity Low-Priced Stock Fund | FLPSX | 6% | - | - |
Vanguard Russell 1000 Index Fund Institutional Shares | VRNIX | 8% | 22% | 35% |
MM Russell 2000 Small Cap Index Fund Class A | MCJAX | 9% | 10% | 11% |
BlackRock Total Emerging Markets Fund Institutional | BEEIX | 16% | 14% | - |
Dodge & Cox Stock Fund | DODGX | - | 6% | 7% |
BlackRock Large Cap Index Fund Institutional Class | BRGNX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |