Rockwell Collins Retirement Savings Plan
Performance
HelpPortfolio Return | 54.60% | 91.23% | 148.83% |
Comparable Target-Date Fund [why this comparison?] |
32.33% Target-Date 2020 |
69.04% Target-Date 2030 |
110.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,272 (+22.27%) | +$22,196 (+22.20%) | +$38,304 (+38.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 30% | 45% | 66% |
Fidelity Capital & Income Fund | FAGIX | 11% | 9% | - |
Fidelity Extended Market Index | FSMAX | 9% | 12% | 20% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 35% | 15% | - |
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | VFWPX | 15% | 13% | 9% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | 6% | 5% |
Total Portfolio | 100% | 100% | 100% |