Johns Hopkins University Staff Voluntary 403(B) Retirement Plan
Performance
HelpPortfolio Return | 37.41% | 73.93% | 125.53% |
Comparable Target-Date Fund [why this comparison?] |
39.96% Target-Date 2020 |
81.42% Target-Date 2030 |
128.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,553 (-2.55%) | -$7,493 (-7.49%) | -$3,240 (-3.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Equity-Income Fund Investor Shares | VEIPX | 11% | 20% | 31% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 18% | 12% | - |
Vanguard Mid-Cap Growth Index Fund Investor Shares | VMGIX | 4% | 10% | 16% |
Vanguard PRIMECAP Core Fund Investor Shares | VPCCX | 27% | 33% | 39% |
Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | 30% | 13% | - |
Vanguard Small Capitalization Growth Index Fund Investor Shares | VISGX | 10% | 12% | 14% |
Total Portfolio | 100% | 100% | 100% |