North Shore Medical Center 403(B) Plan
Performance
HelpPortfolio Return | 61.44% | 82.34% | 95.24% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,920 (+33.92%) | +$21,010 (+21.01%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 100% | 22% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 18% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 30% | 61% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 30% | 39% |
Total Portfolio | 100% | 100% | 100% |