Lipman Hearne, Inc. Savings Plan & Trust
Performance
HelpPortfolio Return | 20.74% | 99.67% | 161.54% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,786 (-6.79%) | +$38,611 (+38.61%) | +$62,600 (+62.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 14% | 22% | 48% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 12% | - | - |
Fidelity Low-Priced Stock Fund | FLPSX | 8% | 9% | 8% |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | 8% | 17% | 26% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | 7% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 6% | 9% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 12% | 13% | 6% |
American Funds 2020 Target Date Retirement Fund Class R-5 | RECTX | 28% | 18% | - |
MFS Value Fund Class R6 | MEIKX | - | 5% | - |
Oppenheimer Main Street Mid Cap Fund Class Y | OPMYX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |