Empower Staples
Performance
HelpPortfolio Return | -8.34% | -18.68% | -35.33% |
Comparable Target-Date Fund [why this comparison?] |
-0.84% Target-Date 2020 |
20.94% Target-Date 2030 |
44.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$7,494 (-7.49%) | -$39,617 (-39.62%) | -$79,903 (-79.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | 10% | 5% | - |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 10% | 11% | 8% |
Dodge & Cox Income Fund | DODIX | 20% | 9% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 7% | 10% | 8% |
PIMCO Income Fund Institutional Class | PIMIX | 10% | 9% | - |
Fidelity 500 Index | FXAIX | 37% | 56% | 76% |
Dreyfus/Standish Global Fixed Income Fund Class Y | DSDYX | 6% | - | - |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |