Stanford Health Care Retirement Savings Plan
Performance
HelpPortfolio Return | -5.92% | 20.73% | 148.39% |
Comparable Target-Date Fund [why this comparison?] |
19.49% Target-Date 2020 |
51.41% Target-Date 2030 |
88.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$25,409 (-25.41%) | -$30,683 (-30.68%) | +$60,196 (+60.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 31% | 29% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 16% | - | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 22% | 44% | 75% |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | 10% | 11% | - |
Causeway Global Value Fund Institutional Class | CGVIX | 5% | 6% | 11% |
Prudential Total Return Bond Fund Class Q | PTRQX | 9% | - | - |
Columbia Contrarian Core Fund Class Y | COFYX | 7% | 10% | 14% |
Total Portfolio | 100% | 100% | 100% |