Morgan Stanley 401(K) Savings Plan
Performance
HelpPortfolio Return | 25.08% | 49.58% | 79.34% |
Comparable Target-Date Fund [why this comparison?] |
41.22% Target-Date 2020 |
23.89% Target-Date 2030 |
31.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,138 (-16.14%) | +$25,681 (+25.68%) | +$47,354 (+47.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Bond Index Fund | 11% | - | - | |
FIAM Select International Small Cap | 21% | 19% | 7% | |
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 26% | 17% | - |
BlackRock Russell 2000 Index | 7% | 10% | 17% | |
T. Rowe Price Large Cap | 5% | 7% | 8% | |
BlackRock S&P 500 Index | 30% | 47% | 68% | |
Total Portfolio | 100% | 100% | 100% |