Lutron Retirement Plan
Performance
HelpPortfolio Return | 29.47% | 51.66% | 92.71% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.39% Target-Date 2030 |
73.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,227 (+16.23%) | +$10,266 (+10.27%) | +$19,504 (+19.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 34% | 51% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 24% | 9% | - |
Dodge & Cox International Stock Fund | DODFX | 7% | 6% | 9% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 13% | 12% | 14% |
T. Rowe Price Equity Income Fund | PRFDX | 13% | 10% | 13% |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | 12% | 11% | - |
Western Asset Intermediate Bond Fund Class I | WATIX | 17% | 10% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 8% | 13% |
Total Portfolio | 100% | 100% | 100% |