Jabil 401(K) Retirement Plan Trust
Performance
HelpPortfolio Return | 28.64% | 59.73% | 109.02% |
Comparable Target-Date Fund [why this comparison?] |
15.36% Target-Date 2020 |
43.71% Target-Date 2030 |
75.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,284 (+13.28%) | +$16,018 (+16.02%) | +$33,687 (+33.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 36% | 39% | 68% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 11% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | 16% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
PIMCO Income Fund Institutional Class | PIMIX | 7% | - | - |
T. Rowe Price Small-Cap Value Fund | PRSVX | 7% | 7% | 9% |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | 17% | 13% | 7% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 4% | 11% |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | - | 5% | 5% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 16% | - |
Total Portfolio | 100% | 100% | 100% |