Young & Rubicam 401(K)/Savings Plan
Performance
HelpPortfolio Return | 24.57% | 112.12% | 202.31% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.30% Target-Date 2030 |
134.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,876 (-17.88%) | +$26,824 (+26.82%) | +$68,069 (+68.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 16% | 32% | 57% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | 6% | 9% | 15% |
Vanguard International Value Fund Investor Shares | VTRIX | 9% | 7% | 8% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 27% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 9% | - | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 7% | 8% | 14% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | 8% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |