Deutsche Bank Matched Savings Plan
Performance
HelpPortfolio Return | 23.40% | 94.50% | 157.73% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,966 (-9.97%) | +$23,623 (+23.62%) | +$44,149 (+44.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 10% | 17% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 21% | 39% | 72% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 22% | 15% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 17% | 9% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 7% | 11% |
Deutsche High Income Fund Institutional Class | KHYIX | 7% | 5% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 6% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |