McDermott Will & Emery
Performance
HelpPortfolio Return | 33.58% | 101.30% | 167.58% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
95.13% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$6,169 (+6.17%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 11% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | 7% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 10% | 18% | - |
Dodge & Cox Balanced Fund | DODBX | 15% | 17% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | 5% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 8% | 9% | 5% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 20% | 79% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 13% | - |
IronBridge Small Cap Fund | - | - | 16% | |
Total Portfolio | 100% | 100% | 100% |