INL Employee Investment Plan -
Performance
HelpPortfolio Return | -17.69% | 24.85% | 44.25% |
Comparable Target-Date Fund [why this comparison?] |
-8.02% Target-Date 2020 |
11.30% Target-Date 2030 |
32.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,667 (-9.67%) | +$13,555 (+13.55%) | +$12,237 (+12.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 14% | 29% | 54% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 20% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 19% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 9% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 10% | 14% | 17% |
Dodge & Cox International Stock Fund | DODFX | 8% | 6% | 10% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 23% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 13% |
Vanguard U.S Growth Fund Admiral Shares | VWUAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |