Sofia University TDA Plan
Performance
HelpPortfolio Return | -80.77% | -55.03% | -13.53% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.98% Target-Date 2030 |
68.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$91,598 (-91.60%) | -$93,008 (-93.01%) | -$82,077 (-82.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
TIAA Access Lifecycle Fund 2015 T4 | 27% | 11% | - | |
TIAA Access Lifecycle 2025 T4 | 18% | 14% | - | |
CREF Bond Market R1 | 17% | 7% | - | |
CREF Growth R1 | 7% | 5% | 10% | |
TIAA Access Small-Cap Blend Index Fund T4 | 7% | 9% | 5% | |
CREF Stock R1 | 24% | 25% | 21% | |
TIAA Access Growth & Income Fund T4 | - | 10% | 8% | |
TIAA Access Social Choice Equity Fund T4 | - | 9% | 19% | |
TIAA-CREF Equity Index Fund Retirement Class | TIQRX | - | 10% | 24% |
TIAA Access Large-Cap Value Fund T4 | - | - | 8% | |
TIAA Access Small-Cap Equity Fund | - | - | 5% | |
Total Portfolio | 100% | 100% | 100% |