Office Depot, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 43.35% | 64.70% | 87.47% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,584 (+16.58%) | +$5,108 (+5.11%) | -$8,876 (-8.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Class Institutional | AADEX | 6% | 7% | 9% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | 7% | 9% | 10% |
American Century Inflation Adjusted Bond Fund Institutional Class | AIANX | 10% | - | - |
Columbia Large Cap Index Fund Class Z | NINDX | 33% | 48% | 69% |
Dodge & Cox Income Fund | DODIX | 38% | 26% | - |
Wells Fargo Growth Fund - Class Inst | SGRNX | 6% | 10% | 12% |
Total Portfolio | 100% | 100% | 100% |