CalSTRS Pension 2
Performance
HelpPortfolio Return | 19.63% | 38.53% | 73.48% |
Comparable Target-Date Fund [why this comparison?] |
1.66% Target-Date 2020 |
24.95% Target-Date 2030 |
50.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,967 (+17.97%) | +$13,586 (+13.59%) | +$23,144 (+23.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 14% | 17% | 9% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 24% | 18% | - |
DFA International Small Company Portfolio Institutional Class | DFISX | 21% | 18% | 11% |
Dodge & Cox Stock Fund | DODGX | 8% | 8% | 7% |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | 8% | 10% | 15% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 10% | - |
Vanguard Short-Term Bond Index Fund Institutional Shares | VBITX | 14% | - | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 19% | 58% |
Total Portfolio | 100% | 100% | 100% |