CalSTRS Pension 2
Performance
HelpPortfolio Return | 17.27% | 35.56% | 69.82% |
Comparable Target-Date Fund [why this comparison?] |
-0.37% Target-Date 2020 |
22.01% Target-Date 2030 |
46.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,631 (+17.63%) | +$13,542 (+13.54%) | +$23,184 (+23.18%) |
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% |