STATE OF ILLINOIS DEFERRED COMPENSATION PLAN
Performance
HelpPortfolio Return | 38.78% | 74.14% | 107.21% |
Comparable Target-Date Fund [why this comparison?] |
10.82% Target-Date 2020 |
37.04% Target-Date 2030 |
66.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,964 (+27.96%) | +$37,099 (+37.10%) | +$41,068 (+41.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 35% | 57% | 77% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 33% | 20% | - |
Fidelity Puritan Fund | FPURX | 5% | - | - |
William Blair International Small Cap Growth Fund Class I | WISIX | 12% | 11% | 6% |
Vanguard Treasury Money Market Fund Investor Shares | VUSXX | 6% | - | - |
Franklin Small Cap Growth Fund Class R6 | FSMLX | 9% | 12% | 17% |
Total Portfolio | 100% | 100% | 100% |