Speedway Superamerica Llc Retirement Savings Plan
Performance
HelpPortfolio Return | 16.03% | 29.53% | 62.67% |
Comparable Target-Date Fund [why this comparison?] |
13.34% Target-Date 2020 |
41.33% Target-Date 2030 |
73.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$2,687 (+2.69%) | -$11,800 (-11.80%) | -$10,347 (-10.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Value Index Fund Institutional Shares | VIVIX | 6% | 7% | - |
Fidelity Government Income Fund | FGOVX | 22% | 11% | - |
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | 5% | - | - |
Dodge & Cox Income Fund | DODIX | 20% | 10% | - |
Fidelity Extended Market Index | FSMAX | 9% | 13% | 20% |
Fidelity 500 Index | FXAIX | 26% | 44% | 71% |
Columbia Acorn International Fund Class Y Shares | CCYIX | 12% | 15% | 9% |
Total Portfolio | 100% | 100% | 100% |