H-E-B Brand Savings & Retirement Plan
Performance
HelpPortfolio Return | 33.16% | 45.43% | 58.55% |
Comparable Target-Date Fund [why this comparison?] |
-5.16% Target-Date 2020 |
14.70% Target-Date 2030 |
35.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$38,319 (+38.32%) | +$30,726 (+30.73%) | +$22,745 (+22.74%) |
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% |