King & Spalding Llp Profit Sharing - 401(K) Plan
Performance
HelpPortfolio Return | 15.50% | 67.39% | 120.41% |
Comparable Target-Date Fund [why this comparison?] |
76.00% Target-Date 2020 |
60.89% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$60,499 (-60.50%) | +$6,506 (+6.51%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 26% | 43% | 61% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 30% | 10% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 15% | 18% | - |
IVA Worldwide Fund Class I | IVWIX | 21% | 10% | - |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | 8% | 9% | 10% |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | 10% | 9% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | - | - | 7% |
Invesco Growth and Income Fund R5 Class | ACGQX | - | - | 7% |
Prudential Jennison Small Company Fund Class Q | PJSQX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |