Glaxosmithkline Retirement Savings Plan
Performance
HelpPortfolio Return | 18.41% | 81.30% | 124.79% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
70.69% Target-Date 2030 |
113.53% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$10,611 (+10.61%) | +$11,252 (+11.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 30% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 23% | 18% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 16% | 27% | 52% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Nuveen Winslow Large-Cap Growth Fund Class A | NWCAX | 3% | 8% | 24% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | 17% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 2% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 8% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |