Skywest, Inc. Employees' Retirement Plan
Performance
HelpPortfolio Return | 51.98% | 93.83% | 149.23% |
Comparable Target-Date Fund [why this comparison?] |
35.63% Target-Date 2020 |
75.56% Target-Date 2030 |
119.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,352 (+16.35%) | +$18,274 (+18.27%) | +$29,258 (+29.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 10% | 13% | 12% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 30% | 49% | 64% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 41% | 20% | - |
T. Rowe Price International Discovery Fund | PRIDX | 5% | 5% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 14% | 13% | 10% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 7% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |