St. Jude Medical Retirement Savings Plan
Performance
HelpPortfolio Return | 42.83% | 78.33% | -51.48% |
Comparable Target-Date Fund [why this comparison?] |
18.14% Target-Date 2020 |
48.15% Target-Date 2030 |
81.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,693 (+24.69%) | +$30,187 (+30.19%) | -$133,175 (-133.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
State Street S&P 500 Index Fund Class K | 20% | 36% | 64% | |
State Street Russell Small/Mid Cap Index Fund Class K | 9% | 13% | 19% | |
State Street US Bond Index Fund | 7% | - | - | |
PIMCO Total Return Fund Institutional Class | PTTRX | 8% | - | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 8% | - | - |
PIMCO Short-Term Floating NAV Portfolio II | 22% | 20% | - | |
American Funds Investment Company of America Class R-6 | RICGX | 11% | 13% | - |
State Street Target Retirement 2060 Fund Class K | SSDYX | 15% | 18% | - |
NT Collective ACWI ex-US Index Fund | - | - | 17% | |
Total Portfolio | 100% | 100% | 100% |