Herrington And Nunn Partnership Retirement Plan & Trust
Performance
HelpPortfolio Return | 15.59% | 95.02% | 183.20% |
Comparable Target-Date Fund [why this comparison?] |
35.33% Target-Date 2020 |
74.19% Target-Date 2030 |
118.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,746 (-19.75%) | +$20,831 (+20.83%) | +$64,571 (+64.57%) |
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 | 31% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 28% | 20% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 13% | 38% | 92% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | - | - |
T. Rowe Price Personal Strategy Growth Fund | TRSGX | 5% | 5% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | - | 20% | - |
Oakmark International Fund Class I | OAKIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |