Canon Employee Savings and Retirement Plan
Performance
HelpPortfolio Return | 72.29% | 158.88% | 240.67% |
Comparable Target-Date Fund [why this comparison?] |
57.18% Target-Date 2020 |
103.71% Target-Date 2030 |
157.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,111 (+15.11%) | +$55,178 (+55.18%) | +$82,879 (+82.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 8% | 26% | 64% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 11% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 12% | - |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 21% | 11% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 39% | 21% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 10% | 16% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 9% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 11% | - |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | - | 5% |
Dodge & Cox Stock Fund | DODGX | - | - | 6% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |