Ihi Southwest Technologies Retirement Plan
Performance
HelpPortfolio Return | 21.19% | 57.31% | 109.31% |
Comparable Target-Date Fund [why this comparison?] |
8.15% Target-Date 2020 |
35.45% Target-Date 2030 |
66.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,041 (+13.04%) | +$21,864 (+21.86%) | +$42,676 (+42.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 100% | 48% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 45% | 76% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | 7% | 10% |
JPMorgan U.S. Equity Fund Class R6 | JUEMX | - | - | 8% |
Prudential Jennison Small Company Fund Class Q | PJSQX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |