Valic 403(B) Plan
Performance
HelpPortfolio Return | 3.27% | 21.33% | 51.70% |
Comparable Target-Date Fund [why this comparison?] |
-11.11% Target-Date 2020 |
7.43% Target-Date 2030 |
27.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,380 (+14.38%) | +$13,902 (+13.90%) | +$24,015 (+24.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 28% | 45% | 67% |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 9% | 8% | 10% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 30% | 19% | - |
Fidelity Contrafund Fund | FCNTX | 6% | 9% | 11% |
Delaware Small Cap Value Fund Institutional Class | DEVIX | 6% | 9% | 12% |
T. Rowe Price International Discovery Fund | PRIDX | 9% | 10% | - |
Western Asset Core Plus Bond Fund Class A | WAPAX | 12% | - | - |
Total Portfolio | 100% | 100% | 100% |