Davita Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 14.05% | 34.90% | 65.03% |
Comparable Target-Date Fund [why this comparison?] |
-2.81% Target-Date 2020 |
18.97% Target-Date 2030 |
43.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,855 (+16.85%) | +$15,926 (+15.93%) | +$21,734 (+21.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 19% | 36% | 57% |
Dodge & Cox Stock Fund | DODGX | 8% | 9% | 10% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 44% | 21% | - |
T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | 7% | 8% | 9% |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 6% | 10% | 15% |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 16% | 16% | 9% |
Total Portfolio | 100% | 100% | 100% |