Salesforce HSA
Performance
(as of 6/30/2016)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 6/30/2016)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Schwab Fundamental US Large Company Index Fund | SFLNX | 32% | 50% | 47% |
JPMorgan Small Cap Value Fund Select Class | PSOPX | 6% | 9% | 8% |
Dodge & Cox International Stock Fund | DODFX | 7% | 7% | 5% |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 20% | 22% | 20% |
Harbor Bond Fund Institutional Class | HABDX | 6% | - | - |
Dodge & Cox Income Fund | DODIX | 19% | - | - |
Vanguard Long-Term Bond Index Fund Investor Shares | VBLTX | 10% | 12% | - |
JPMorgan Large Cap Growth Fund Select Class | SEEGX | - | - | 6% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 6/30/2016)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
64%
STOCK
Moderate
86%
STOCK
Aggressive
99%
STOCK