Advanced Micro Devices, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 44.66% | 69.82% | 76.03% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$11,677 (-11.68%) | -$32,192 (-32.19%) | -$78,227 (-78.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 20% | - |
Brandes International Equity Fund Class I | BIIEX | 8% | 7% | 9% |
Dodge & Cox Balanced Fund | DODBX | 13% | 10% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 9% | 9% |
Western Asset Core Bond Fund Class FI | WAPIX | 19% | 9% | - |
Fidelity 500 Index | FXAIX | 11% | 30% | 68% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 9% | - |
Fidelity Small Cap Stock Fund | FSLCX | - | 6% | 6% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |