Southwest Airlines Co. 401K Plan
Performance
HelpPortfolio Return | 55.33% | 106.72% | 174.75% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,811 (+27.81%) | +$45,657 (+45.66%) | +$75,817 (+75.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 24% | 44% | 64% |
Dodge & Cox Stock Fund | DODGX | 14% | 8% | 8% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 7% | 9% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 42% | 21% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 13% | 11% | 7% |
ICM Small Company Portfolio | ICSCX | - | 7% | 10% |
Total Portfolio | 100% | 100% | 100% |