Jewish Community Federation 403(B) Plan
Performance
HelpPortfolio Return | 23.35% | 66.90% | 119.59% |
Comparable Target-Date Fund [why this comparison?] |
17.67% Target-Date 2020 |
47.31% Target-Date 2030 |
80.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,678 (+5.68%) | +$19,596 (+19.60%) | +$39,203 (+39.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 27% | - | - |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 9% | - | - |
DFA Global Allocation 60/40 Portfolio Institutional Class | DGSIX | 56% | 53% | - |
Parnassus Core Equity Fund - Institutional Shares | PRILX | 8% | 6% | - |
Vanguard Growth Index Fund Admiral Shares | VIGAX | - | 3% | 6% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 35% | 55% |
TIAA-CREF Large-Cap Growth Index Fund Institutional Class | TILIX | - | 3% | 6% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 15% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | - | 10% |
Oakmark International Fund Class I | OAKIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |