Gapshare 401(K) Plan
Performance
HelpPortfolio Return | 31.08% | 56.64% | 97.05% |
Comparable Target-Date Fund [why this comparison?] |
13.60% Target-Date 2020 |
43.18% Target-Date 2030 |
76.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,479 (+17.48%) | +$13,459 (+13.46%) | +$20,913 (+20.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 9% | 12% | 18% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 31% | 52% |
Vanguard Value Index Fund Institutional Shares | VIVIX | 11% | 12% | 13% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 9% | 8% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 41% | 20% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 9% |
Total Portfolio | 100% | 100% | 100% |