Pixar Employee's 401(K) Retirement Plan
Performance
HelpPortfolio Return | 48.32% | 90.82% | 149.31% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,575 (+19.57%) | +$27,754 (+27.75%) | +$47,394 (+47.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 22% | 33% | 62% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 13% | - | - |
Fidelity Contrafund Fund | FCNTX | 13% | 18% | 9% |
PIMCO Total Return Fund Administrative Class | PTRAX | 13% | - | - |
PIMCO All Asset Fund Administrative Class | PAALX | 14% | 19% | - |
Invesco Equity and Income Fund Class Y | ACETX | 25% | 27% | - |
Invesco Comstock Fund R5 Class | ACSHX | - | 3% | 10% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 12% |
Oppenheimer Global Fund Class Fund Class Y | OGLYX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |