DELTA COMMUNITY CREDIT UNION 401(K) SAVINGS PLAN
Performance
HelpPortfolio Return | 48.82% | 85.29% | 148.42% |
Comparable Target-Date Fund [why this comparison?] |
66.05% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,230 (-17.23%) | +$24,226 (+24.23%) | +$49,490 (+49.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 25% | 32% | 52% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | 7% | 9% | 13% |
Dodge & Cox International Stock Fund | DODFX | 13% | 12% | 9% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 44% | 22% | - |
Touchstone Focused Fund Class Y | TFFYX | 11% | 9% | 8% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 8% | 8% |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | - | 8% | 10% |
Total Portfolio | 100% | 100% | 100% |