Jarden Corporation Savings And Retirement Plan
Performance
HelpPortfolio Return | 43.72% | 70.96% | 122.65% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,203 (+16.20%) | +$9,627 (+9.63%) | +$22,942 (+22.94%) |
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% |