Audatex Holdings, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 7.84% | 19.15% | 29.21% |
Comparable Target-Date Fund [why this comparison?] |
-4.36% Target-Date 2020 |
-19.04% Target-Date 2030 |
25.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,200 (+12.20%) | +$38,194 (+38.19%) | +$4,081 (+4.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 18% | 20% | 12% |
Dodge & Cox Income Fund | DODIX | 36% | 22% | - |
Harbor Capital Appreciation Fund Investor Class | HCAIX | 7% | 8% | 15% |
Schwab S&P 500 Index Fund | SWPPX | 30% | 50% | 55% |
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | VTAPX | 9% | - | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 9% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |