Rodale Inc. Retirement And Savings Plan
Performance
HelpPortfolio Return | 80.20% | 146.88% | 251.59% |
Comparable Target-Date Fund [why this comparison?] |
52.95% Target-Date 2020 |
102.21% Target-Date 2030 |
159.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,250 (+27.25%) | +$44,671 (+44.67%) | +$92,069 (+92.07%) |
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% |