Xerox Corporation Savings Plan
Performance
HelpPortfolio Return | -19.86% | 124.25% | 806.53% |
Comparable Target-Date Fund [why this comparison?] |
10.65% Target-Date 2020 |
29.01% Target-Date 2030 |
50.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$30,510 (-30.51%) | +$95,242 (+95.24%) | +$756,082 (+756.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Daily Liquidity Stock Index Fund | 40% | 62% | 82% | |
Daily Liquidity Aggregate Bond Index Fund | 22% | 11% | - | |
Dodge & Cox International Stock Fund | DODFX | 13% | 14% | 12% |
Dodge & Cox Income Fund | DODIX | 17% | 6% | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 8% | 7% | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |