The Partners group USA INC 401k plan
Performance
HelpPortfolio Return | 39.55% | 68.15% | 103.09% |
Comparable Target-Date Fund [why this comparison?] |
15.54% Target-Date 2020 |
44.79% Target-Date 2030 |
77.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,004 (+24.00%) | +$23,360 (+23.36%) | +$25,500 (+25.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 20% | 31% | 59% |
Vanguard Strategic Small-Cap Equity Fund Investor Shares | VSTCX | 7% | 10% | 15% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 19% | 7% | - |
Janus Flexible Bond Fund Class N | JDFNX | 14% | 6% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 9% |
Columbia Balanced Fund Class Y Shares | CBDYX | 23% | 18% | - |
Columbia Contrarian Core Fund Class Y | COFYX | - | 12% | 10% |
Alger Spectra Fund Class I | ASPIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |