Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan
Performance
HelpPortfolio Return | -31.57% | 130.56% | 953.61% |
Comparable Target-Date Fund [why this comparison?] |
44.55% Target-Date 2020 |
88.88% Target-Date 2030 |
139.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$76,121 (-76.12%) | +$41,672 (+41.67%) | +$813,835 (+813.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Equity Index Fund | 26% | 22% | 37% | |
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R) | 5% | 18% | 25% | |
DFA International Small Cap Value Portfolio Institutional Class | DISVX | 13% | 12% | 8% |
Dodge & Cox Income Fund | DODIX | 13% | - | - |
PIMCO RealPath Income Fund Institutional Class | 21% | 11% | - | |
PIMCO RealPath 2025 Fund Institutional Class | 22% | 20% | - | |
Wilmington BlackRock Russell 1000 Value Index Fund (Class R) | - | 17% | 18% | |
Vanguard Russell 2000 Growth Index Fund Institutional Shares | VRTGX | - | - | 6% |
Vanguard Russell 2000 Value Index Fund Institutional Shares | VRTVX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |