Stifel Nicolaus Profit Sharing 401(K) Plan
Performance
HelpPortfolio Return | 49.63% | 86.84% | 142.60% |
Comparable Target-Date Fund [why this comparison?] |
12.08% Target-Date 2020 |
40.79% Target-Date 2030 |
73.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,551 (+37.55%) | +$46,046 (+46.05%) | +$68,640 (+68.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 31% | 54% | 82% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 18% | 6% | - |
Prudential Real Assets Fund Class Z | PUDZX | 9% | 9% | - |
American Funds The Bond Fund of America Class R-6 | RBFGX | 17% | 5% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 7% | 7% | - |
American Funds Investment Company of America Class R-6 | RICGX | 11% | 12% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | 7% | 6% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | - | 1% | 12% |
Stifel Financial Corp | SF | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |