Arthur J. Gallagher & Co. Employees Savings & Thrift Plan
Performance
HelpPortfolio Return | 39.09% | 62.87% | 62.36% |
Comparable Target-Date Fund [why this comparison?] |
42.81% Target-Date 2020 |
85.91% Target-Date 2030 |
135.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,727 (-3.73%) | -$23,035 (-23.04%) | -$72,642 (-72.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 12% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 18% | 21% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 11% | 15% | - |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | 7% | 9% | 13% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | 9% | 11% | - |
MassMutual Select Fundamental Value Fund Class I | MFUZX | 10% | 13% | 23% |
MassMutual Select Total Return Bond Fund Service Class | MSPHX | 33% | 15% | - |
MM S&P 500 Index Fund Class I | MMIZX | - | 16% | 53% |
MassMutual Select Small Cap Growth Equity Fund Class I | MSGZX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |