Ernst & Young LLP Retirement Savings Plan
Performance
HelpPortfolio Return | 115.38% | 191.74% | 320.74% |
Comparable Target-Date Fund [why this comparison?] |
71.69% Target-Date 2020 |
127.28% Target-Date 2030 |
190.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$43,699 (+43.70%) | +$64,469 (+64.47%) | +$130,491 (+130.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 9% | 14% | 8% |
PIMCO Total Return Fund Institutional Class | PTTRX | 21% | 10% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 20% | 9% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 16% | 8% |
Fidelity 500 Index | FXAIX | 31% | 34% | 54% |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | - | 7% | 7% |
Fidelity Growth Company Fund Class K | FGCKX | - | 5% | 7% |
Fidelity Blue Chip Growth Fund Class K | FBGKX | - | 5% | 7% |
Vanguard Small-Cap Value Index Fund Institutional Shares | VSIIX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |