The Caci Smart Plan
Performance
HelpPortfolio Return | 54.70% | 90.96% | 142.02% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,935 (+27.94%) | +$31,369 (+31.37%) | +$45,672 (+45.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 31% | 51% | 57% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 10% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 19% | 9% | - |
T. Rowe Price Small-Cap Stock Fund | OTCFX | 7% | 11% | 12% |
T. Rowe Price Financial Services Fund | PRISX | 3% | 2% | 7% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 17% | 7% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 11% |
T. Rowe Price Value Fund | TRVLX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |