Bingham Mccutchen Llp Savings Plan
Performance
HelpPortfolio Return | 59.22% | 96.33% | 148.47% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,142 (+24.14%) | +$23,665 (+23.67%) | +$32,915 (+32.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 33% | 38% | 61% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 16% | 5% | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 15% | 11% | - |
Dodge & Cox Income Fund | DODIX | 19% | 11% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 17% | 13% | - |
Domini Social Equity Fund Investor Class | DSEFX | - | 14% | 21% |
Lord Abbett Small Cap Value Fund Class I | LRSYX | - | 8% | 14% |
AMG Managers Montag & Caldwell Growth Fund Class I | MCGIX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |