Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico
Performance
HelpPortfolio Return | 15.36% | 31.93% | 60.47% |
Comparable Target-Date Fund [why this comparison?] |
-6.61% Target-Date 2020 |
12.48% Target-Date 2030 |
32.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,962 (+21.96%) | +$19,452 (+19.45%) | +$27,797 (+27.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 6% | 23% | 30% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 19% | 11% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 27% | 30% | 45% |
Dodge & Cox Stock Fund | DODGX | 6% | 5% | 6% |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 7% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 18% | 9% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 17% | 16% | 9% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 6% | 10% |
Total Portfolio | 100% | 100% | 100% |