Jarden Corporation Savings And Retirement Plan
Performance
HelpPortfolio Return | 42.84% | 69.08% | 118.81% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,073 (+16.07%) | +$9,489 (+9.49%) | +$22,464 (+22.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 36% | 36% | 57% |
Fidelity Contrafund Fund | FCNTX | 2% | 9% | 8% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 40% | 20% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 22% | 16% | 9% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 10% | 15% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 9% | 11% |
Total Portfolio | 100% | 100% | 100% |