Americash Loans, Llc Retirement Plan
Performance
HelpPortfolio Return | 124.33% | 125.37% | 175.68% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
59.91% Target-Date 2030 |
96.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$97,425 (+97.42%) | +$65,462 (+65.46%) | +$78,771 (+78.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 15% | 29% | 19% |
Vanguard Dividend Growth Fund Investor Shares | VDIGX | 85% | 57% | - |
Vanguard Equity-Income Fund Investor Shares | VEIPX | - | 14% | 10% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 55% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 6% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |