University Of Miami Retirement Savings Plan Ii
Performance
HelpPortfolio Return | 53.05% | 84.18% | 148.37% |
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) |
+$23,455 (+23.45%) | +$19,914 (+19.91%) | +$45,080 (+45.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 20% | 39% | 66% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 4% | - | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | 7% | 9% | 8% |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 9% | 11% | - |
Fidelity Contrafund Fund Class K | FCNKX | 8% | 11% | 7% |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 11% | - | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 16% | 10% | - |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 7% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 18% | 20% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 10% |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |