Activision Blizzard 401k Plan
Performance
HelpPortfolio Return | 7.31% | 104.71% | 203.01% |
Comparable Target-Date Fund [why this comparison?] |
52.32% Target-Date 2020 |
95.15% Target-Date 2030 |
143.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$45,004 (-45.00%) | +$9,552 (+9.55%) | +$59,193 (+59.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 6% | 25% | 56% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | 6% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 20% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 8% | 10% |
LSV Value Equity Fund | LSVEX | 10% | 9% | 11% |
MainStay Large Cap Growth Fund Class I | MLAIX | 10% | 10% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 15% | 5% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 6% | 11% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 11% | - |
Total Portfolio | 100% | 100% | 100% |