BETTER HOLDCO, INC. 401(K) PLAN
Performance
HelpPortfolio Return | -74.36% | -44.14% | 64.83% |
Comparable Target-Date Fund [why this comparison?] |
-10.88% Target-Date 2020 |
7.63% Target-Date 2030 |
27.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$63,479 (-63.48%) | -$51,774 (-51.77%) | +$37,245 (+37.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 6% | 10% | 13% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 6% | - | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 10% | 12% | 18% |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 14% | 10% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 64% | 20% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 6% | 21% |
Vanguard Balanced Index Fund Admiral Shares | VBIAX | - | 6% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 8% | 14% |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | - | 28% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | - | 34% |
Total Portfolio | 100% | 100% | 100% |