Merrick & Company 401(K) And Esop
Performance
HelpPortfolio Return | 41.56% | 109.88% | 150.08% |
Comparable Target-Date Fund [why this comparison?] |
41.88% Target-Date 2020 |
84.54% Target-Date 2030 |
133.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$320 (-0.32%) | +$25,332 (+25.33%) | +$16,674 (+16.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 10% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 19% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 15% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 8% | 12% | 27% |
Dodge & Cox Balanced Fund | DODBX | 12% | 13% | - |
PIMCO High Yield Fund Institutional Class | PHIYX | 6% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | 6% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 12% | 13% | 13% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 13% | 46% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 11% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 13% | - |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | - | 7% |
Royce Total Return Fund Investment Class | RYTRX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |