The Rite Aid 401(K) Plan
Performance
HelpPortfolio Return | 70.16% | 123.39% | 213.16% |
Comparable Target-Date Fund [why this comparison?] |
41.87% Target-Date 2020 |
84.43% Target-Date 2030 |
133.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,295 (+28.30%) | +$38,966 (+38.97%) | +$80,143 (+80.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 33% | 52% | 75% |
Dodge & Cox Balanced Fund | DODBX | 15% | 10% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 39% | 19% | - |
T. Rowe Price International Equity Index Fund | PIEQX | 13% | 12% | 9% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 16% |
Total Portfolio | 100% | 100% | 100% |