Stanford Health Care Retirement Savings Plan
Performance
HelpPortfolio Return | -7.57% | 18.54% | 140.87% |
Comparable Target-Date Fund [why this comparison?] |
16.37% Target-Date 2020 |
46.39% Target-Date 2030 |
81.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,939 (-23.94%) | -$27,852 (-27.85%) | +$59,845 (+59.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 31% | 29% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 16% | - | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 22% | 44% | 75% |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | 10% | 11% | - |
Causeway Global Value Fund Institutional Class | CGVIX | 5% | 6% | 11% |
Prudential Total Return Bond Fund Class Q | PTRQX | 9% | - | - |
Columbia Contrarian Core Fund Class Y | COFYX | 7% | 10% | 14% |
Total Portfolio | 100% | 100% | 100% |