H-E-B Brand Savings & Retirement Plan
Performance
HelpPortfolio Return | 29.74% | 40.28% | 51.52% |
Comparable Target-Date Fund [why this comparison?] |
-7.27% Target-Date 2020 |
11.31% Target-Date 2030 |
30.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,012 (+37.01%) | +$28,971 (+28.97%) | +$20,748 (+20.75%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SPDR S&P 500 ETF Trust | SPY | 44% | 67% | 93% |
iShares MSCI EAFE ETF | EFA | 14% | 14% | 7% |
Barclays Govt./Credit Intermediate | 20% | 11% | - | |
91 Day T-Bill | 22% | 8% | - | |
Total Portfolio | 100% | 100% | 100% |