Vermont State Teachers Retirement Program 403(b)
Performance
HelpPortfolio Return | 114.86% | 187.30% | 296.51% |
Comparable Target-Date Fund [why this comparison?] |
62.89% Target-Date 2020 |
112.92% Target-Date 2030 |
170.92% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$51,973 (+51.97%) | +$74,382 (+74.38%) | +$125,588 (+125.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Large Cap Index Fund Investor Shares | VLACX | 33% | 54% | 75% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | 7% | 9% | 15% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 40% | 19% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 20% | 18% | 10% |
Total Portfolio | 100% | 100% | 100% |