San Manuel Casino 401k
Performance
HelpPortfolio Return | -46.15% | -16.80% | 66.17% |
Comparable Target-Date Fund [why this comparison?] |
-3.83% Target-Date 2020 |
16.74% Target-Date 2030 |
39.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$42,325 (-42.33%) | -$33,545 (-33.55%) | +$27,153 (+27.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 13% | 7% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 24% | 40% | 77% |
Dodge & Cox International Stock Fund | DODFX | 9% | 9% | 12% |
Vanguard Institutional Target Retirement Income Fund Institutional Shares | VITRX | 4% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 22% | 8% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 28% | 15% | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 6% | 11% |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | - | 15% | - |
Total Portfolio | 100% | 100% | 100% |