Jacobs Technology, Inc. Employees' Savings Plan
Performance
HelpPortfolio Return | 15.69% | 83.77% | 147.39% |
Comparable Target-Date Fund [why this comparison?] |
32.33% Target-Date 2020 |
69.04% Target-Date 2030 |
110.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,641 (-16.64%) | +$14,739 (+14.74%) | +$36,865 (+36.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 18% | 36% | 65% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 15% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | 12% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 15% | 7% | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 8% | 10% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 22% | - |
Vanguard Explorer Fund Investor Class | VEXPX | - | - | 12% |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | - | - | 6% |
Dodge & Cox Stock Fund | DODGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |