University of Chicago Hospitals 401K
Performance
HelpPortfolio Return | -52.26% | -31.58% | 48.00% |
Comparable Target-Date Fund [why this comparison?] |
-7.27% Target-Date 2020 |
11.10% Target-Date 2030 |
29.84% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$44,990 (-44.99%) | -$42,683 (-42.68%) | +$18,164 (+18.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 6% | 17% | 39% |
BlackRock Total Return Fund Institutional Shares | MAHQX | 16% | 6% | - |
CREF Social Choice Equity Account Fund | 11% | 22% | 21% | |
Dodge & Cox Global Stock Fund | DODWX | 9% | 9% | 14% |
Vanguard Institutional Target Retirement Income Fund Institutional Shares | VITRX | 10% | - | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 48% | 13% | - |
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares | VTTWX | - | 12% | - |
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | - | 21% | - |
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | - | - | 15% |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |