University Of Miami Retirement Savings Plan Ii
Performance
Help| Portfolio Return | 0.00% | 0.00% | 0.00% |
| Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
| Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2020)Help| NAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | VINIX | 20% | 39% | 66% |
| Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 4% | - | - |
| DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | 7% | 9% | 8% |
| Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 9% | 11% | - |
| Fidelity Contrafund Fund Class K | FCNKX | 8% | 11% | 7% |
| Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 11% | - | - |
| Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 16% | 10% | - |
| Fidelity Freedom Index Income Fund Investor Class | FIKFX | 7% | - | - |
| Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 18% | 20% | - |
| Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | - | 10% |
| Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 9% |
| Total Portfolio | 100% | 100% | 100% |