Advanced Micro Devices, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 43.96% | 69.04% | 75.25% |
Comparable Target-Date Fund [why this comparison?] |
55.48% Target-Date 2020 |
100.76% Target-Date 2030 |
152.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$11,522 (-11.52%) | -$31,720 (-31.72%) | -$77,614 (-77.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 20% | - |
Brandes International Equity Fund Class I | BIIEX | 8% | 7% | 9% |
Dodge & Cox Balanced Fund | DODBX | 13% | 10% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 9% | 9% |
Western Asset Core Bond Fund Class FI | WAPIX | 19% | 9% | - |
Fidelity 500 Index | FXAIX | 11% | 30% | 68% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 9% | - |
Fidelity Small Cap Stock Fund | FSLCX | - | 6% | 6% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |