Office Depot, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 47.10% | 70.04% | 95.03% |
Comparable Target-Date Fund [why this comparison?] |
64.65% Target-Date 2020 |
86.57% Target-Date 2030 |
105.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,545 (-17.54%) | -$16,526 (-16.53%) | -$10,507 (-10.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Class Institutional | AADEX | 6% | 7% | 9% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | 7% | 9% | 10% |
American Century Inflation Adjusted Bond Fund Institutional Class | AIANX | 10% | - | - |
Columbia Large Cap Index Fund Class Z | NINDX | 33% | 48% | 69% |
Dodge & Cox Income Fund | DODIX | 38% | 26% | - |
Wells Fargo Growth Fund - Class Inst | SGRNX | 6% | 10% | 12% |
Total Portfolio | 100% | 100% | 100% |