Accenture United States 401(K) Match And Savings Plan
Performance
HelpPortfolio Return | 28.80% | 90.97% | 208.63% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
95.13% Target-Date 2030 |
148.11% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$20,125 (-20.13%) | -$4,164 (-4.16%) | +$60,520 (+60.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 7% | 12% | 31% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 24% | 13% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 12% | 23% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 11% | 15% | 41% |
Fidelity Contrafund Fund | FCNTX | 8% | 9% | 16% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | - | - |
Royce Opportunity Fund Institutional Class | ROFIX | 7% | 8% | 12% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 10% | - | - |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 10% | - | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 20% | - |
Total Portfolio | 100% | 100% | 100% |