Commerce Bancshares, Inc Participating Investment Plan
Performance
HelpPortfolio Return | 31.44% | 37.79% | 47.94% |
Comparable Target-Date Fund [why this comparison?] |
66.69% Target-Date 2020 |
46.31% Target-Date 2030 |
53.86% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$35,253 (-35.25%) | -$8,523 (-8.52%) | -$5,922 (-5.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 17% | 34% | 58% |
American Beacon Large Cap Value Fund Class Institutional | AADEX | 8% | 9% | 11% |
Commerce Bond Fund | CFBNX | 9% | - | - |
Columbia Acorn International Fund Class Z | ACINX | 8% | 7% | - |
Dodge & Cox International Stock Fund | DODFX | 10% | 10% | 10% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 8% | 9% |
Fidelity U.S. Bond Index | FXNAX | 32% | 21% | - |
Fidelity 500 Index | FXAIX | 8% | 11% | 12% |
Total Portfolio | 100% | 100% | 100% |