Samsung America, Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 72.05% | 104.88% | 161.50% |
Comparable Target-Date Fund [why this comparison?] |
52.32% Target-Date 2020 |
95.15% Target-Date 2030 |
143.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,735 (+19.74%) | +$9,725 (+9.72%) | +$17,683 (+17.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 16% | 35% | 76% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 19% | 9% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 15% | 13% | 10% |
American Funds The Growth Fund of America Class A | AGTHX | 15% | 12% | - |
BlackRock U.S. Opportunities Portfolio Institutional Shares | BMCIX | 16% | 15% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 19% | 9% | - |
Royce Smaller-Companies Growth Fund Institutional Class | RVPIX | - | 7% | 14% |
Total Portfolio | 100% | 100% | 100% |