Equity Residential Advantage Retirement Savings Plan
Performance
HelpPortfolio Return | 42.13% | 78.93% | 144.28% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,792 (+14.79%) | +$18,043 (+18.04%) | +$45,387 (+45.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 16% | 33% | 53% |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 14% | 13% | 8% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 11% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 12% | 15% | 19% |
Nuveen Small Cap Select Fund Class I | ARSTX | 7% | 9% | 11% |
PIMCO GNMA Fund Institutional Class | PDMIX | 33% | 22% | - |
JPMorgan Large Cap Growth Fund Class R5 | JLGRX | 7% | 8% | 9% |
Total Portfolio | 100% | 100% | 100% |