Fedex Office And Print Services, Inc. 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | -0.39% | 57.06% | 113.38% |
Comparable Target-Date Fund [why this comparison?] |
12.63% Target-Date 2020 |
40.72% Target-Date 2030 |
72.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,023 (-13.02%) | +$16,340 (+16.34%) | +$41,140 (+41.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 19% | 36% | 64% |
Vanguard International Value Fund Investor Shares | VTRIX | 9% | 8% | 9% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | 7% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 17% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 15% | 5% | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 7% | 11% | 16% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 7% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | - | 6% |
Vanguard Windsor Fund Admiral Shares | VWNEX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |