Granite Construction Profit Sharing And 401K Plan
Performance
HelpPortfolio Return | 27.05% | 41.42% | 58.77% |
Comparable Target-Date Fund [why this comparison?] |
13.60% Target-Date 2020 |
43.18% Target-Date 2030 |
76.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,456 (+13.46%) | -$1,762 (-1.76%) | -$17,362 (-17.36%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | 6% | 8% | 8% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 31% | 51% | 74% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 19% | 6% | - |
Dodge & Cox Income Fund | DODIX | 25% | 15% | - |
Harbor International Fund Institutional Class | HAINX | 12% | 11% | 5% |
AMG Managers Emerging Opportunities Fund Class I | MIMFX | 7% | 9% | 13% |
Total Portfolio | 100% | 100% | 100% |