Dpr Construction, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 2.72% | 79.94% | 168.41% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$30,639 (-30.64%) | +$9,063 (+9.06%) | +$54,833 (+54.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard International Value Fund Investor Shares | VTRIX | 9% | 10% | 9% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | 7% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 22% | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 19% | 44% | 75% |
Vanguard Windsor II Fund Investor Share | VWNFX | 9% | 10% | 16% |
PIMCO Total Return Fund Administrative Class | PTRAX | 16% | 7% | - |
Total Portfolio | 100% | 100% | 100% |