US Foods
Performance
HelpPortfolio Return | 31.16% | 34.16% | 24.90% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
82.28% Target-Date 2030 |
129.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,373 (-9.37%) | -$48,118 (-48.12%) | -$105,063 (-105.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 10% | 14% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 10% | - |
BlackRock Small Cap Growth Equity Portfolio Institutional Shares | PSGIX | 5% | 6% | 7% |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | 10% | 10% | 6% |
PIMCO Total Return Fund Institutional Class | PTTRX | 14% | 11% | - |
PIMCO Low Duration Fund Class A | PTLAX | 10% | - | - |
PIMCO Investment Grade Corporate Bond Fund Class A | PBDAX | 6% | - | - |
Fidelity 500 Index | FXAIX | 35% | 53% | 73% |
Total Portfolio | 100% | 100% | 100% |