Yazaki Employee Savings And Retirement Plan
Performance
HelpPortfolio Return | 10.81% | 74.79% | 111.58% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,711 (-16.71%) | +$13,725 (+13.73%) | +$12,643 (+12.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 12% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 10% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 22% | 10% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 21% | 27% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 6% | - |
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 6% | 24% | 64% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 23% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | - | 20% |
Columbia Small Cap Growth I Fund Class Z | CMSCX | - | - | 8% |
Wells Fargo Growth Fund - Class Inst | SGRNX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |