Dupont Retirement Savings Plan
Performance
HelpPortfolio Return | 218.52% | 490.68% | 114.06% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$189,772 (+189.77%) | +$427,615 (+427.61%) | +$12,145 (+12.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
NT S&P 500® Index Fund - Non-Lending | 39% | 62% | 81% | |
NT Aggregate Bond Index Fund - Non-Lending | 27% | 22% | - | |
NT EAFE Index Fund - Non-Lending | 6% | - | - | |
NT Russell 2000 Index Fund - Non-Lending | 11% | 16% | 19% | |
NT Government Short Term Investment Fund | 7% | - | - | |
Voya Core Plus Trust Fund Class 1 | 10% | - | - | |
Total Portfolio | 100% | 100% | 100% |