Herman Miller, Inc. Profit Sharing And 401K Plan
Performance
HelpPortfolio Return | -4.44% | 26.82% | 51.52% |
Comparable Target-Date Fund [why this comparison?] |
-8.62% Target-Date 2020 |
10.48% Target-Date 2030 |
31.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,187 (+4.19%) | +$16,338 (+16.34%) | +$20,397 (+20.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Northern Trust Collective S&P 500 Index Fund | 11% | 16% | 44% | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 12% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 12% | - | - |
Northern Trust Aggregate Bond Index Fund | 11% | - | - | |
Delaware Small Cap Value Fund Institutional Class | DEVIX | 4% | 7% | 13% |
Dodge & Cox Income Fund | DODIX | 9% | 9% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 20% | 16% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | - |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | - | 10% | 30% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | - | 5% | 6% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
T. Rowe Price Emerging Markets Stock I | PRZIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |