Wilmer Cutler Pickering Hale And Dorr Llp Savings And Retirement Plan
Performance
HelpPortfolio Return | 19.32% | 48.01% | 120.36% |
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) |
-$15,758 (-15.76%) | -$24,654 (-24.65%) | +$4,805 (+4.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 26% | 43% | 75% |
Causeway International Value Fund Class Institutional | CIVIX | 7% | 7% | 10% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | - | - |
Touchstone Sands Capital Select Growth Fund Class Z | PTSGX | 7% | 9% | - |
Hancock Horizon Diversified International Fund Investor Class | HHDAX | 9% | 9% | - |
PIMCO Unconstrained Bond Fund Institutional Class | PFIUX | 20% | 17% | - |
Invesco Equity and Income Fund R5 Class | ACEKX | 11% | 15% | - |
Ivy Small Cap Growth Fund Class Y | WSCYX | - | - | 8% |
Touchstone Small Cap Institutional Class | TSFIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |