SUFFOLK COUNTY PUBLIC EMPLOYEES DEFERRED COMPENSATION PLAN
Performance
HelpPortfolio Return | 22.75% | 45.37% | 70.67% |
Comparable Target-Date Fund [why this comparison?] |
8.87% Target-Date 2020 |
27.79% Target-Date 2030 |
51.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,888 (+13.89%) | +$17,582 (+17.58%) | +$19,512 (+19.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 24% | 46% | 67% |
Dodge & Cox International Stock Fund | DODFX | 16% | 17% | 12% |
Payden High Income Fund Investor Class | PYHRX | 12% | 7% | - |
T. Rowe Price Balanced Fund | RPBAX | 7% | 7% | - |
T. Rowe Price GNMA Fund | PRGMX | 30% | 12% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 11% | - |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 10% |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |