UPI TRowePrice 401K
Performance
HelpPortfolio Return | 91.99% | 143.09% | 224.03% |
Comparable Target-Date Fund [why this comparison?] |
54.19% Target-Date 2020 |
100.00% Target-Date 2030 |
153.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,797 (+37.80%) | +$43,090 (+43.09%) | +$70,800 (+70.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 13% | 21% | 19% |
Vanguard Short-Term Federal Fund Admiral Shares | VSGDX | 13% | - | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 7% | 22% | 44% |
Dodge & Cox International Stock Fund | DODFX | 12% | 11% | 8% |
Dodge & Cox Income Fund | DODIX | 31% | 23% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 13% | 12% | 13% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 11% | 11% | 9% |
T. Rowe Price Equity Income Fund | PRFDX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |