Mayo 403(B) Plan
Performance
HelpPortfolio Return | 8.67% | 26.33% | 62.09% |
Comparable Target-Date Fund [why this comparison?] |
15.10% Target-Date 2020 |
43.11% Target-Date 2030 |
74.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,437 (-6.44%) | -$16,787 (-16.79%) | -$12,140 (-12.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 3% | - | 32% |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 51% | - | - |
American Funds The Growth Fund of America Class R-5 | RGAFX | 9% | 2% | - |
Dodge & Cox Balanced Fund | DODBX | 17% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 17% | 24% | - |
Fidelity Contrafund Fund Class K | FCNKX | 3% | - | - |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | VITPX | - | 53% | 34% |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | - | 21% | 20% |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |