Work 401 (k)
Performance
HelpPortfolio Return | 33.79% | 65.06% | 133.52% |
Comparable Target-Date Fund [why this comparison?] |
16.96% Target-Date 2020 |
47.52% Target-Date 2030 |
82.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,825 (+16.83%) | +$17,546 (+17.55%) | +$50,576 (+50.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 11% | 31% | 74% |
Vanguard Star Fund Investor Shares | VGSTX | 57% | 49% | - |
Vanguard Wellesley Income Fund Admiral Shares | VWIAX | 17% | - | - |
T. Rowe Price Personal Strategy Growth Fund | TRSGX | 6% | 7% | - |
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares | VSIGX | 9% | 2% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 4% | 16% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | 7% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |