Salesforce HSA
Performance
HelpPortfolio Return | -13.15% | 35.30% | 105.29% |
Comparable Target-Date Fund [why this comparison?] |
11.68% Target-Date 2020 |
40.89% Target-Date 2030 |
74.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$24,830 (-24.83%) | -$5,594 (-5.59%) | +$30,674 (+30.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 34% | 39% | 56% |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 5% | 6% | - |
Dodge & Cox International Stock Fund | DODFX | 15% | 9% | 11% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 43% | 21% | - |
JPMorgan Large Cap Growth Fund Select Class | SEEGX | 3% | 10% | 14% |
Schwab Fundamental US Large Company Index Fund | SFLNX | - | 8% | 11% |
JPMorgan Small Cap Value Fund Select Class | PSOPX | - | 7% | 8% |
Total Portfolio | 100% | 100% | 100% |