Travis County Deferred Comp
Performance
HelpPortfolio Return | 37.58% | 63.74% | 112.32% |
Comparable Target-Date Fund [why this comparison?] |
13.47% Target-Date 2020 |
41.60% Target-Date 2030 |
73.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,106 (+24.11%) | +$22,140 (+22.14%) | +$38,809 (+38.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 38% | 50% | 82% |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 7% | - | - |
Hotchkis & Wiley Mid-Cap Value Fund Class I | HWMIX | 5% | 6% | 6% |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | 6% | 9% | - |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 44% | 22% | - |
Fidelity Contrafund Fund | FCNTX | - | 5% | - |
The Hartford Small Company Fund Class R4 | IHSSX | - | 8% | 12% |
Total Portfolio | 100% | 100% | 100% |