Nwn Corporation Retirement Plan
Performance
HelpPortfolio Return | 37.11% | 76.70% | 138.83% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,059 (+10.06%) | +$15,012 (+15.01%) | +$38,943 (+38.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 39% | 61% | 77% |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 31% | 27% | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 9% | 10% | 7% |
PIMCO Total Return Fund Class A | PTTAX | 17% | 2% | - |
JPMorgan Inflation Managed Bond Fund Class R6 Shares | JIMMX | 4% | - | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 10% |
Franklin Small Cap Value Fund Class A | FRVLX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |