Academy Of Art University 401(K) Retirement Plan
Performance
HelpPortfolio Return | 30.22% | 62.31% | 119.30% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.54% Target-Date 2030 |
112.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,566 (-3.57%) | -$8,234 (-8.23%) | +$6,930 (+6.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 20% | - | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 15% | 14% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 11% | 17% | 32% |
Voya GNMA Income Fund Class A | LEXNX | 16% | 14% | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 8% | 10% | 13% |
Principal LargeCap Growth Fund I R-4 Class | PPUSX | 11% | 16% | 18% |
Schwab S&P 500 Index Fund | SWPPX | 3% | 11% | 28% |
Invesco Equity and Income Fund Class A | ACEIX | 16% | 18% | - |
Columbia Small Cap Value Fund II Class A | COVAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |