Inmar, Inc. Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | 28.69% | 50.00% | 97.03% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,431 (+3.43%) | +$826 (+0.83%) | +$18,628 (+18.63%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 39% | 39% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 14% | - | - |
Fidelity Puritan Fund | FPURX | 15% | 13% | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | 9% | 10% | 10% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | - | - |
Fidelity U.S. Bond Index | FXNAX | 12% | 12% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 13% |
Fidelity Contrafund Fund Class K | FCNKX | - | 5% | 11% |
Fidelity 500 Index | FXAIX | - | 14% | 59% |
Oakmark International Fund Class I | OAKIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |