San Manuel Casino 401k
Performance
HelpPortfolio Return | -46.38% | -17.48% | 63.22% |
Comparable Target-Date Fund [why this comparison?] |
-4.33% Target-Date 2020 |
23.40% Target-Date 2030 |
36.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$42,050 (-42.05%) | -$40,876 (-40.88%) | +$26,352 (+26.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 13% | 7% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 24% | 40% | 77% |
Dodge & Cox International Stock Fund | DODFX | 9% | 9% | 12% |
Vanguard Institutional Target Retirement Income Fund Institutional Shares | VITRX | 4% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 22% | 8% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 28% | 15% | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 6% | 11% |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | - | 15% | - |
Total Portfolio | 100% | 100% | 100% |