Travis County Deferred Comp
Performance
HelpPortfolio Return | 36.96% | 62.55% | 110.10% |
Comparable Target-Date Fund [why this comparison?] |
13.55% Target-Date 2020 |
41.96% Target-Date 2030 |
74.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,404 (+23.40%) | +$20,592 (+20.59%) | +$35,713 (+35.71%) |
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% |