Visa Thrift Plan
Performance
HelpPortfolio Return | 40.88% | 147.60% | 135.76% |
Comparable Target-Date Fund [why this comparison?] |
61.90% Target-Date 2020 |
115.55% Target-Date 2030 |
177.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,023 (-21.02%) | +$32,052 (+32.05%) | -$42,200 (-42.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 21% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 20% | 18% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 9% | 11% |
Dodge & Cox Income Fund | DODIX | 12% | - | - |
Fidelity Balanced Fund Class K | FBAKX | 30% | 37% | - |
Fidelity 500 Index | FXAIX | 9% | 25% | 67% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 11% | - |
Columbia Acorn Fund Class Z | ACRNX | - | - | 9% |
T. Rowe Price Equity Income Fund | PRFDX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |