Aar Corp. Retirement Savings Plan
Performance
HelpPortfolio Return | 34.14% | 57.83% | 109.44% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
∞% Target-Date 2030 |
73.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,892 (+20.89%) | -∞ (-∞%) | +$36,229 (+36.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 8% | 30% | - |
Vanguard GNMA Fund Investor Shares | VFIIX | 25% | 9% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 37% | 9% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 15% | 12% | - |
Vanguard U.S Growth Portfolio Fund Investor Shares | VWUSX | 6% | 8% | 10% |
Vanguard Windsor Fund Investor Share | VWNDX | 9% | 13% | 15% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 19% | 54% |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | - | - | 12% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |