Hoerbiger Profit Sharing And 401K Plan
Performance
HelpPortfolio Return | 22.84% | 49.07% | 81.89% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
94.10% Target-Date 2030 |
145.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$26,095 (-26.09%) | -$45,037 (-45.04%) | -$63,866 (-63.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Short-Term Investment-Grade Fund Admiral Shares | VFSUX | 12% | 12% | - |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | 18% | 24% | 32% |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 9% | 9% | - |
DFA International Small Company Portfolio Institutional Class | DFISX | 18% | 13% | 6% |
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 6% | - | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 19% | - | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 18% | 27% | 40% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 8% | 15% |
Ivy Asset Strategy Fund Class A | WASAX | - | 7% | - |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |