Burns & Mcdonnell, Inc. 401(K) Savings Plan
Performance
HelpPortfolio Return | 8.32% | 68.34% | 89.40% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,010 (-19.01%) | +$7,449 (+7.45%) | -$9,494 (-9.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 20% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 28% | 18% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 13% | 20% | 27% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 10% | 19% | 13% |
Dodge & Cox Income Fund | DODIX | 13% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 16% | 22% | 12% |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 9% | - |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 12% | - |
Wasatch Small Cap Growth Fund Investor Class | WAAEX | - | - | 7% |
BlackRock MidCap Index Fund Institutional Shares | BRMIX | - | - | 41% |
Total Portfolio | 100% | 100% | 100% |