Valic 403(B) Plan
Performance
HelpPortfolio Return | 0.55% | 17.30% | 45.59% |
Comparable Target-Date Fund [why this comparison?] |
-12.73% Target-Date 2020 |
4.77% Target-Date 2030 |
23.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,285 (+13.28%) | +$12,531 (+12.53%) | +$22,020 (+22.02%) |
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% |