Barclays Bank Plc Thrift Savings Plan
Performance
HelpPortfolio Return | 75.19% | 124.04% | 201.96% |
Comparable Target-Date Fund [why this comparison?] |
41.81% Target-Date 2020 |
85.61% Target-Date 2030 |
133.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,372 (+33.37%) | +$38,430 (+38.43%) | +$68,632 (+68.63%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 16% | 37% | 66% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 9% | - |
BlackRock LifePath Index 2025 Fund Institutional Shares | LIBIX | 35% | 20% | - |
BlackRock LifePath Index 2045 Fund Institutional Shares | LIHIX | 13% | 11% | - |
BlackRock LifePath Index 2035 Fund Institutional Shares | LIJIX | 16% | 10% | - |
Columbia Small Cap Value Fund II Class Z | NSVAX | - | 6% | 11% |
BlackRock LifePath Index 2050 Fund Institutional Shares | LIPIX | - | 7% | 11% |
BlackRock LifePath Index 2055 Fund Institutional Shares | LIVIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |