CFA Society San Francisco 401(K) Plan
Performance
HelpPortfolio Return | -88.33% | -14.23% | 84.90% |
Comparable Target-Date Fund [why this comparison?] |
14.36% Target-Date 2020 |
44.42% Target-Date 2030 |
79.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$102,686 (-102.69%) | -$58,648 (-58.65%) | +$5,849 (+5.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 2% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 36% | 29% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 42% | 21% | - |
State Street U.S. Bond Index Ret. Acct. | 5% | - | - | |
Legal & General S&P 500 Ret. Acct. | 9% | 20% | 43% | |
PIMCO Total Return Fund Class A | PTTAX | 6% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Transamerica Partners Stock Index Ret. Acct. | - | 11% | 40% | |
State Street Russell Small Cap Index Ret. Acct. | - | 9% | 17% | |
Total Portfolio | 100% | 100% | 100% |