Defender Direct, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -5.52% | 50.71% | 52.81% |
Comparable Target-Date Fund [why this comparison?] |
46.83% Target-Date 2020 |
39.28% Target-Date 2030 |
71.47% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$52,350 (-52.35%) | +$11,431 (+11.43%) | -$18,660 (-18.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 7% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 32% | 16% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 24% | 14% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 1% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 15% | 19% | 11% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 17% | 21% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 15% | 8% |
SSgA S&P 500 Index Fund N Class | SVSPX | - | 11% | 40% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 8% | - |
Invesco Small Cap Growth Fund Class A | GTSAX | - | - | 6% |
Franklin Small Cap Value Fund Class A | FRVLX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |