Mit Supplemental 401(K) Plan
Performance
HelpPortfolio Return | 53.62% | 83.78% | 96.06% |
Comparable Target-Date Fund [why this comparison?] |
64.65% Target-Date 2020 |
86.57% Target-Date 2030 |
105.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$11,027 (-11.03%) | -$2,789 (-2.79%) | -$9,482 (-9.48%) |
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% |