Yazaki Employee Savings And Retirement Plan
Performance
HelpPortfolio Return | 10.08% | 73.04% | 109.02% |
Comparable Target-Date Fund [why this comparison?] |
94.82% Target-Date 2020 |
∞% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$84,743 (-84.74%) | -∞ (-∞%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 12% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 10% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 22% | 10% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 21% | 27% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 6% | - |
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 6% | 24% | 64% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 23% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | - | 20% |
Columbia Small Cap Growth I Fund Class Z | CMSCX | - | - | 8% |
Wells Fargo Growth Fund - Class Inst | SGRNX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |