Northwestern University 403(b)
Performance
HelpPortfolio Return | 113.29% | 172.87% | 276.93% |
Comparable Target-Date Fund [why this comparison?] |
68.68% Target-Date 2020 |
122.15% Target-Date 2030 |
182.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$44,606 (+44.61%) | +$50,715 (+50.71%) | +$94,673 (+94.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 30% | 46% | 64% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 16% | 8% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 42% | 20% | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 10% | 13% | 17% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | 5% | 5% |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |