ACEC Retirement Trust
Performance
HelpPortfolio Return | 67.22% | 123.66% | 196.34% |
Comparable Target-Date Fund [why this comparison?] |
45.34% Target-Date 2020 |
90.06% Target-Date 2030 |
141.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,883 (+21.88%) | +$33,598 (+33.60%) | +$55,247 (+55.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 29% | 40% | 64% |
American Funds American Balanced Fund Class A | ABALX | 6% | 6% | - |
Invesco Developing Markets Fund R5 Class | GTDIX | 5% | 5% | - |
AB Global Bond Fund Class I | ANAIX | 14% | - | - |
Invesco International Small Company Fund R5 Class | IEGIX | 5% | 5% | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 17% | 14% | - |
Columbia Small Cap Index Fund Class A | NMSAX | 6% | 9% | 16% |
PIMCO Total Return Fund Administrative Class | PTRAX | 18% | 10% | - |
Domini Social Equity Fund Investor Class | DSEFX | - | 11% | 16% |
Prudential Jennison Growth Fund Class Z | PJFZX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |