Loyola Marymount University Defined Contribution Retirement Plan

Performance

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Since: QTD9/30/2020 1 Year3/27/2023 Inception6/29/2015
Portfolio 13.09% 20.11% 60.42%
Target-Date 2030 -2.46% 13.76% 41.06%
Difference +15.55% +6.36% +19.36%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

9%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)