Ricoh 401(K) Savings Plan
Performance
HelpPortfolio Return | 35.56% | 53.33% | 85.64% |
Comparable Target-Date Fund [why this comparison?] |
11.24% Target-Date 2020 |
30.74% Target-Date 2030 |
54.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,326 (+24.33%) | +$22,594 (+22.59%) | +$30,914 (+30.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Institutional Shares | VBAIX | 50% | 50% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 9% | 11% |
BlackRock LifePath Index 2025 Fund Institutional Shares | LIBIX | 32% | - | - |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | 10% | - | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | - | 8% | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | - | 33% | 72% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | - | 12% |
T. Rowe Price Equity Income Fund | PRFDX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |