Aw North Carolina, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 8.49% | 27.41% | 53.76% |
Comparable Target-Date Fund [why this comparison?] |
-7.66% Target-Date 2020 |
11.93% Target-Date 2030 |
32.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,141 (+16.14%) | +$15,476 (+15.48%) | +$20,789 (+20.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 11% | 32% | 51% |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 23% | 17% | 17% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 43% | 21% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 14% | 8% |
T. Rowe Price Blue Chip Growth I | TBCIX | 7% | 6% | 10% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 10% | 7% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |