Loyola Marymount University Defined Contribution Retirement Plan

Performance

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Since: QTD9/30/2020 1 Year8/12/2021 Inception6/29/2015
Portfolio 1.68% -15.97% 44.22%
Target-Date 2030 -9.84% -23.26% 30.38%
Difference +11.51% +7.28% +13.84%
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. (->)