Fiserv Trust Company Master Defined Contribution Retirement Plan And Trust For Nga Thi Vu,Dds
Performance
HelpPortfolio Return | 14.53% | 73.36% | -56.55% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,525 (-12.53%) | +$11,668 (+11.67%) | -$156,429 (-156.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 28% | 100% | 80% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 20% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 39% | - | - |
Vanguard REIT ETF | VNQ | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |