Renown Health Retirement Savings Plan
Performance
HelpPortfolio Return | -13.94% | 4.43% | 235.54% |
Comparable Target-Date Fund [why this comparison?] |
56.36% Target-Date 2020 |
∞% Target-Date 2030 |
160.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$70,303 (-70.30%) | -∞ (-∞%) | +$74,866 (+74.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 9% | 18% | 51% |
Vanguard International Value Fund Investor Shares | VTRIX | 5% | - | 8% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 14% | 6% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 11% | 16% | 33% |
Legg Mason BW Global Opportunities Bond Fund Class IS | GOBSX | 6% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 20% | - | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 21% | 17% | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 14% | 33% | - |
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | - | 10% | - |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |