Ropes & Gray Llp Retirement Savings Plan
Performance
HelpPortfolio Return | -60.66% | 3.27% | 189.49% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$87,195 (-87.20%) | -$56,061 (-56.06%) | +$93,402 (+93.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Equity Index - Q | 20% | 32% | 44% | |
BlackRock US Debt Index - T | 16% | 7% | - | |
BlackRock Russell 2000 Index - T | 6% | 10% | 15% | |
Dodge & Cox International Stock Fund | DODFX | 11% | 11% | 7% |
PIMCO Total Return Fund Administrative Class | PTRAX | 14% | 6% | - |
JPMorgan SmartRetirement Income - C | 18% | 11% | - | |
JPMorgan U.S. Equity Fund Class R6 | JUEMX | 15% | 23% | 34% |
Total Portfolio | 100% | 100% | 100% |