Audatex Holdings, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 15.11% | 32.53% | 52.57% |
Comparable Target-Date Fund [why this comparison?] |
-3.76% Target-Date 2020 |
17.72% Target-Date 2030 |
40.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,870 (+18.87%) | +$14,817 (+14.82%) | +$12,335 (+12.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 18% | 20% | 12% |
Dodge & Cox Income Fund | DODIX | 36% | 22% | - |
Harbor Capital Appreciation Fund Investor Class | HCAIX | 7% | 8% | 15% |
Schwab S&P 500 Index Fund | SWPPX | 30% | 50% | 55% |
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | VTAPX | 9% | - | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 9% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |