Rodale Inc. Retirement And Savings Plan
Performance
HelpPortfolio Return | 77.08% | 141.05% | 239.99% |
Comparable Target-Date Fund [why this comparison?] |
50.58% Target-Date 2020 |
97.78% Target-Date 2030 |
151.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,498 (+26.50%) | +$43,275 (+43.27%) | +$88,114 (+88.11%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 14% | - | - |
Schwab Total Stock Market Index Fund | SWTSX | 32% | 53% | 88% |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 8% | 8% | 7% |
American Funds The Growth Fund of America Class R-4 | RGAEX | 9% | 9% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 6% | 6% | 5% |
Wells Fargo Government Securities Fund - Class A | SGVDX | 19% | 14% | - |
JPMorgan High Yield Fund Select Class | OHYFX | 12% | 10% | - |
Total Portfolio | 100% | 100% | 100% |