First Midwest Bancorp, Inc. Savings And Profit Sharing Plan
Performance
HelpPortfolio Return | 30.40% | 65.06% | 115.11% |
Comparable Target-Date Fund [why this comparison?] |
7.44% Target-Date 2020 |
34.46% Target-Date 2030 |
65.50% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,961 (+22.96%) | +$30,604 (+30.60%) | +$49,608 (+49.61%) |
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% |