Millercoors, Llc Formerly Mbco Salaried, Non-Union Employees Retirement And Savings Plan
Performance
HelpPortfolio Return | -26.62% | 8.09% | 48.74% |
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) |
-$25,775 (-25.78%) | -$12,850 (-12.85%) | +$4,166 (+4.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 17% | 13% | 11% |
American Funds New Perspective Fund Class R-6 | RNPGX | 5% | 5% | - |
Fidelity U.S. Bond Index | FXNAX | 42% | 21% | - |
Fidelity 500 Index | FXAIX | 36% | 50% | 72% |
Fidelity Extended Market Index | FSMAX | - | 11% | 17% |
Total Portfolio | 100% | 100% | 100% |