Southwest Airlines Co. 401K Plan
Performance
HelpPortfolio Return | 57.38% | 110.30% | 180.77% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
64.00% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,118 (+28.12%) | +$46,292 (+46.29%) | +$77,263 (+77.26%) |
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% |