Stantec Consulting Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 18.80% | 41.82% | 75.62% |
Comparable Target-Date Fund [why this comparison?] |
5.91% Target-Date 2020 |
31.85% Target-Date 2030 |
61.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,889 (+12.89%) | +$9,969 (+9.97%) | +$14,221 (+14.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 28% | 44% | 63% |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 19% | 14% | - |
Dodge & Cox International Stock Fund | DODFX | 14% | 11% | 11% |
Dodge & Cox Income Fund | DODIX | 35% | 16% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 4% | 8% | 12% |
Vanguard Small-Cap Value Index Fund Institutional Shares | VSIIX | - | 7% | 9% |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |