Cobham United States 401(K) Plan
Performance
HelpPortfolio Return | 40.02% | 73.74% | 93.88% |
Comparable Target-Date Fund [why this comparison?] |
68.06% Target-Date 2020 |
49.70% Target-Date 2030 |
58.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$28,045 (-28.05%) | +$24,039 (+24.04%) | +$35,144 (+35.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 17% | 38% | 73% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 9% | - | - |
Fidelity Government Income Fund | FGOVX | 16% | 9% | - |
Fidelity Extended Market Index | FSMAX | 6% | 11% | 19% |
Harbor International Fund Institutional Class | HAINX | 12% | 12% | 8% |
American Century Investments One Choice 2030 Portfolio Institutional Class | ARCSX | 18% | 7% | - |
Fidelity Low-Priced Stock Fund Class K | FLPKX | 5% | 5% | - |
Columbia Balanced Fund Class R5 | CLREX | 17% | 18% | - |
Total Portfolio | 100% | 100% | 100% |