Cardinal Glass Company Retirement Plan
Performance
HelpPortfolio Return | -87.47% | -58.35% | 101.16% |
Comparable Target-Date Fund [why this comparison?] |
33.15% Target-Date 2020 |
69.31% Target-Date 2030 |
110.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$120,618 (-120.62%) | -$127,665 (-127.66%) | -$9,050 (-9.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SPDR S&P 500 ETF Trust | SPY | 7% | 17% | 38% |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | 7% | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 18% | - | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 30% | 17% | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 32% | 28% | - |
Wells Fargo Diversified Equity Fund - Class Admin | NVDEX | - | 22% | 56% |
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | - | 9% | - |
SPDR S&P MidCap 400 ETF Trust | MDY | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |