StorSimple, Inc. 401(k) Plan
Performance
HelpPortfolio Return | 80.17% | 142.26% | 246.43% |
Comparable Target-Date Fund [why this comparison?] |
54.19% Target-Date 2020 |
99.52% Target-Date 2030 |
151.41% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,981 (+25.98%) | +$42,740 (+42.74%) | +$95,015 (+95.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 7% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 26% | 21% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 24% | 50% | 83% |
American Funds The Growth Fund of America Class R-5 | RGAFX | 5% | 5% | - |
American Funds American High-Income Trust Class R-5 | RITFX | 9% | 6% | - |
Dodge & Cox International Stock Fund | DODFX | 10% | 11% | 9% |
TCW Total Return Bond Fund Class I | TGLMX | 19% | 7% | - |
Janus Global Select Fund Class T | JORNX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |