Netjets Inc. 401(K) Plan
Performance
HelpPortfolio Return | 11.26% | 28.64% | 59.18% |
Comparable Target-Date Fund [why this comparison?] |
-6.14% Target-Date 2020 |
13.04% Target-Date 2030 |
33.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,405 (+17.40%) | +$15,601 (+15.60%) | +$25,805 (+25.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 11% | - |
Vanguard Total Stock Market Index Institutional Plus | 35% | 58% | 83% | |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 9% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 17% | 9% |
Invesco Growth and Income Fund R5 Class | ACGQX | 5% | 5% | 8% |
Total Portfolio | 100% | 100% | 100% |