Ricoh 401(K) Savings Plan
Performance
HelpPortfolio Return | 50.19% | 76.41% | 124.14% |
Comparable Target-Date Fund [why this comparison?] |
69.79% Target-Date 2020 |
46.00% Target-Date 2030 |
80.06% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,601 (-19.60%) | +$30,412 (+30.41%) | +$44,087 (+44.09%) |
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% |