Seattle Pacific University Employee Savings Plan - 403(B)
Performance
HelpPortfolio Return | 23.73% | 115.01% | 190.98% |
Comparable Target-Date Fund [why this comparison?] |
59.40% Target-Date 2020 |
110.83% Target-Date 2030 |
169.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$35,662 (-35.66%) | +$4,182 (+4.18%) | +$21,201 (+21.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 12% | 18% | 26% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | - | - |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 12% | 12% | 15% |
First Eagle Overseas Fund Class I | SGOIX | 16% | 15% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 14% | 4% | - |
Principal High Yield Fund Institutional Class | PHYTX | 6% | - | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 14% | 15% | 22% |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | - | 25% | - |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | - | 11% | 25% |
JPMorgan Disciplined Equity Fund Select Class | JDESX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |