Eckert Seamans Cherin & Mellott, Llc Profit Sharing Plan
Performance
HelpPortfolio Return | 33.80% | 92.65% | 148.89% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,685 (+3.68%) | +$27,448 (+27.45%) | +$44,133 (+44.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 7% | 28% | 55% |
Vanguard International Value Fund Investor Shares | VTRIX | 11% | 10% | 6% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 9% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 15% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 19% | 11% | 15% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 29% | 18% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 10% | 13% | 14% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | - |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | 6% | 10% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 7% | - |
Total Portfolio | 100% | 100% | 100% |