Benefitsplus 401(K) Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 32.41% | 53.81% | 87.70% |
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) |
+$5,643 (+5.64%) | -$5,783 (-5.78%) | -$8,646 (-8.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 21% | 37% | 56% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 20% | 8% | - |
Fidelity Total Bond Fund | FTBFX | 25% | 14% | - |
Fidelity Extended Market Index | FSMAX | 9% | 12% | 16% |
MainStay Large Cap Growth Fund Class I | MLAIX | 5% | 7% | 8% |
Oppenheimer Developing Markets Fund Class A | ODMAX | 9% | 9% | 6% |
John Hancock Funds Disciplined Value Fund Class R4 | JDVFX | 11% | 13% | 14% |
Total Portfolio | 100% | 100% | 100% |