Idex Corporation Defined Contribution Retirement Plan
Performance
HelpPortfolio Return | 42.40% | 75.42% | 148.89% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,811 (+12.81%) | +$11,148 (+11.15%) | +$45,596 (+45.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 6% | 10% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 38% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 40% | 11% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 9% | - | - |
Vanguard Windsor Fund Investor Share | VWNDX | 7% | 2% | 7% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 27% | 39% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | - | 8% | 12% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 6% | - |
Vanguard Windsor II Fund Investor Share | VWNFX | - | 5% | 18% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 10% | - |
Vanguard Growth and Income Fund Investor Shares | VQNPX | - | - | 17% |
Vanguard U.S Growth Portfolio Fund Investor Shares | VWUSX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |