Powdr Corp. 401(K) Plan
Performance
HelpPortfolio Return | 52.48% | 88.03% | 141.77% |
Comparable Target-Date Fund [why this comparison?] |
42.45% Target-Date 2020 |
85.60% Target-Date 2030 |
135.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,029 (+10.03%) | +$2,426 (+2.43%) | +$6,526 (+6.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
DFA Intermediate Government Fixed Income Portfolio Institutional Class | DFIGX | 25% | 16% | - |
DFA International Small Company Portfolio Institutional Class | DFISX | 27% | 26% | 12% |
DFA Two Year Global Fixed Income Portfolio Institutional Class | DFGFX | 12% | - | - |
DFA U.S. Large Company Portfolio | DFUSX | 36% | 58% | 76% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |