Amerco Employee Savings & Profit Sharing Plan
Performance
HelpPortfolio Return | -4.30% | 107.10% | 175.17% |
Comparable Target-Date Fund [why this comparison?] |
42.87% Target-Date 2020 |
86.02% Target-Date 2030 |
135.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$47,169 (-47.17%) | +$21,088 (+21.09%) | +$39,818 (+39.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 25% | 67% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 56% | 7% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 38% | 28% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 19% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 21% | 15% |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |