STATE OF ILLINOIS DEFERRED COMPENSATION PLAN
Performance
HelpPortfolio Return | 39.17% | 74.82% | 108.30% |
Comparable Target-Date Fund [why this comparison?] |
11.07% Target-Date 2020 |
37.61% Target-Date 2030 |
67.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,108 (+28.11%) | +$37,209 (+37.21%) | +$41,106 (+41.11%) |
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% |