H-E-B Brand Savings & Retirement Plan
Performance
HelpPortfolio Return | 32.04% | 43.69% | 56.10% |
Comparable Target-Date Fund [why this comparison?] |
-5.65% Target-Date 2020 |
13.93% Target-Date 2030 |
34.66% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,684 (+37.68%) | +$29,761 (+29.76%) | +$21,443 (+21.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
SPDR S&P 500 ETF Trust | SPY | 44% | 67% | 93% |
iShares MSCI EAFE ETF | EFA | 14% | 14% | 7% |
Barclays Govt./Credit Intermediate | 20% | 11% | - | |
91 Day T-Bill | 22% | 8% | - | |
Total Portfolio | 100% | 100% | 100% |