Sedgwick County KS 457 Deferred Compensation Plan
Performance
HelpPortfolio Return | 35.22% | 57.41% | 87.06% |
Comparable Target-Date Fund [why this comparison?] |
15.08% Target-Date 2020 |
43.97% Target-Date 2030 |
76.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,141 (+20.14%) | +$13,437 (+13.44%) | +$10,741 (+10.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 20% | 30% | 54% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 18% | 7% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 5% | 5% | - |
American Funds American High-Income Trust Class R-4 | RITEX | 9% | 6% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | 9% | 15% | 16% |
American Funds The Growth Fund of America Class R-4 | RGAEX | 14% | 14% | 7% |
Dodge & Cox International Stock Fund | DODFX | 9% | 9% | 9% |
PIMCO Total Return Fund Administrative Class | PTRAX | 16% | 8% | - |
Fidelity Contrafund Fund | FCNTX | - | 6% | 7% |
Wasatch Small Cap Growth Fund Investor Class | WAAEX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |