Ortholink 401(K) Plan
Performance
HelpPortfolio Return | 49.29% | 81.17% | 133.03% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,525 (+22.52%) | +$21,574 (+21.57%) | +$36,687 (+36.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 10% | 13% | 16% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 25% | 46% | 71% |
Baird Core Plus Bond Fund Class Institutional | BCOIX | 31% | 20% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 4% | 4% | - |
Vanguard FTSE All-World ex-US Index Fund Admiral Shares | VFWAX | 16% | 17% | 10% |
John Hancock Funds Alternative Asset Allocation Fund Class R6 | JAARX | 14% | - | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 3% |
Total Portfolio | 100% | 100% | 100% |