First Republic Bank 401(K) Plan
Performance
HelpPortfolio Return | 40.38% | 83.19% | 150.77% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.69% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,022 (+7.02%) | +$12,505 (+12.50%) | +$37,188 (+37.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 30% | 50% | 63% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | 11% | 14% | 16% |
Vanguard GNMA Fund Investor Shares | VFIIX | 28% | 20% | - |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 7% | - | - |
Vanguard International Explorer Fund Investor Shares | VINEX | 16% | 16% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 8% | - | - |
Vanguard Windsor II Fund Investor Share | VWNFX | - | - | 21% |
Total Portfolio | 100% | 100% | 100% |