Loyola Marymount University Defined Contribution Retirement Plan
Performance
HelpPortfolio Return | 31.68% | 57.95% | 106.82% |
Comparable Target-Date Fund [why this comparison?] |
12.55% Target-Date 2020 |
40.02% Target-Date 2030 |
70.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,131 (+19.13%) | +$17,925 (+17.93%) | +$35,967 (+35.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2005 Fund | FFFVX | 3% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | 2% | - |
Fidelity Freedom 2020 Fund | FFFDX | 16% | 13% | - |
Fidelity Freedom 2025 Fund | FFTWX | 16% | 15% | - |
Fidelity Freedom 2030 Fund | FFFEX | 15% | 16% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | 20% | 17% | 30% |
Fidelity 500 Index | FXAIX | 8% | 28% | 52% |
Fidelity Extended Market Index | FSMAX | - | 9% | 18% |
Total Portfolio | 100% | 100% | 100% |