Hewlett Packard Enterprise 401(K)
Performance
HelpPortfolio Return | -90.99% | -59.04% | 360.79% |
Comparable Target-Date Fund [why this comparison?] |
-3.47% Target-Date 2020 |
5.31% Target-Date 2030 |
16.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$87,522 (-87.52%) | -$64,349 (-64.35%) | +$344,044 (+344.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
U.S. All Cap Equity | 8% | 14% | 34% | |
U.S. Small/Midcap Equity | 6% | 8% | 15% | |
Birth Date: 1950 | 13% | - | - | |
Birth Date: 1960 | 22% | 15% | - | |
Birth Date: 1965 | 15% | 9% | - | |
Birth Date: 1980 | 18% | 16% | - | |
U.S. Core Fixed Index | 4% | - | - | |
U.S. Core Plus Fixed Inc. | 14% | 8% | - | |
Birth Date: 1985 | - | 10% | - | |
U.S. Large Cap Equity | - | 13% | 44% | |
Birth Date: 1990 | - | 7% | - | |
Non-US Equity | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |