Tahoe Forest 457 Plan
Performance
HelpPortfolio Return | 7.10% | 55.74% | -18.85% |
Comparable Target-Date Fund [why this comparison?] |
44.11% Target-Date 2020 |
88.68% Target-Date 2030 |
140.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$37,006 (-37.01%) | -$32,940 (-32.94%) | -$159,335 (-159.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | 9% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 31% | - |
Fidelity Total Bond Fund | FTBFX | 10% | - | - |
Causeway International Value Fund Class Institutional | CIVIX | 7% | 7% | 9% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 5% | 7% | 9% |
Fidelity Small Cap Index | FSSNX | 6% | 9% | 14% |
Fidelity U.S. Bond Index | FXNAX | 9% | 3% | - |
Fidelity 500 Index | FXAIX | 15% | 34% | 68% |
Total Portfolio | 100% | 100% | 100% |