Panalpina, Inc. Savings & Investment Retirement Plan
Performance
HelpPortfolio Return | 37.75% | 72.87% | 131.70% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,417 (+10.42%) | +$11,981 (+11.98%) | +$32,804 (+32.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 20% | 9% | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 10% | 9% | 9% |
T. Rowe Price Mid-Cap Value Fund Advisor Class | TAMVX | 14% | 14% | 11% |
Wells Fargo Core Bond Fund - Class Admin | MNTRX | 21% | 10% | - |
Wells Fargo Index Fund - Class Admin | WFIOX | 18% | 18% | 17% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 16% | 7% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 24% | 50% |
Dodge & Cox Stock Fund | DODGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |