Rsim Retirement And Savings Plan
Performance
HelpPortfolio Return | 68.15% | 102.14% | 200.78% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$41,848 (+41.85%) | +$43,347 (+43.35%) | +$105,685 (+105.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock US Debt Index Fund Cl 6 | 18% | 10% | - | |
Schwab Total Stock Market Index Fund | SWTSX | 39% | 63% | 73% |
Dodge & Cox International Stock Fund | DODFX | 11% | 13% | 10% |
Victory Sophus Emerging Markets Fund Class Y | RSENX | 5% | - | - |
Victory INCORE Investment Quality Bond Fund Class Y | RSQYX | 12% | - | - |
Goldman Sachs Strategic Income Fund Class IR Shares | GZIRX | 15% | 14% | - |
BlackRock Russell 1000 Index Fund - Cl 6 | - | - | 12% | |
BlackRock Russell 2000 Index Fund | - | - | 5% | |
Total Portfolio | 100% | 100% | 100% |