The Clorox Company Employee Retirement Investment Plan For Puerto Rico
Performance
HelpPortfolio Return | -17.79% | 6.97% | 45.70% |
Comparable Target-Date Fund [why this comparison?] |
-13.15% Target-Date 2020 |
4.04% Target-Date 2030 |
22.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,641 (-4.64%) | +$2,930 (+2.93%) | +$23,265 (+23.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SS SmallMidCap ClassIICIT | 7% | 10% | 20% | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 10% | 28% | 70% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | 8% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 25% | 13% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 10% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 13% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 7% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |