Aar Corp. Retirement Savings Plan
Performance
HelpPortfolio Return | 25.56% | 42.98% | 81.99% |
Comparable Target-Date Fund [why this comparison?] |
11.24% Target-Date 2020 |
30.74% Target-Date 2030 |
54.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,321 (+14.32%) | +$12,244 (+12.24%) | +$27,265 (+27.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 8% | 30% | - |
Vanguard GNMA Fund Investor Shares | VFIIX | 25% | 9% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 37% | 9% | - |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 15% | 12% | - |
Vanguard U.S Growth Portfolio Fund Investor Shares | VWUSX | 6% | 8% | 10% |
Vanguard Windsor Fund Investor Share | VWNDX | 9% | 13% | 15% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 19% | 54% |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | - | - | 12% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |