First Midwest Bancorp, Inc. Savings And Profit Sharing Plan
Performance
HelpPortfolio Return | 27.72% | 61.07% | 109.04% |
Comparable Target-Date Fund [why this comparison?] |
5.59% Target-Date 2020 |
31.37% Target-Date 2030 |
60.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,121 (+22.12%) | +$29,699 (+29.70%) | +$48,308 (+48.31%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard GNMA Fund Admiral Shares | VFIJX | 35% | 16% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | 6% | 7% | 9% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 38% | 50% | 63% |
Federated Institutional High Yield Bond Fund Institutional Shares | FIHBX | 12% | 8% | - |
T. Rowe Price Emerging Markets Stock Fund | PRMSX | 9% | 9% | 7% |
Fidelity 500 Index | FXAIX | - | 10% | 21% |
Total Portfolio | 100% | 100% | 100% |