Mit Supplemental 401(K) Plan
Performance
HelpPortfolio Return | 53.59% | 83.72% | 95.99% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.67% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,994 (+23.99%) | +$19,052 (+19.05%) | -$8,768 (-8.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 67% | 93% | 100% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 33% | 7% | - |
Total Portfolio | 100% | 100% | 100% |