Skadden Arps Slate Meagher & Flom Savings Plan
Performance
HelpPortfolio Return | 14.21% | 77.56% | 136.52% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
87.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,309 (-13.31%) | +$16,492 (+16.49%) | +$48,999 (+49.00%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 2% | 18% | 63% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 16% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 24% | 10% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | 7% | - |
Dodge & Cox Stock Fund | DODGX | 9% | 11% | 10% |
T. Rowe Price Growth Stock Fund | PRGFX | 7% | 9% | 14% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 13% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 15% | - |
AMG TimesSquare Small Cap Growth Fund Class I | TSCIX | - | - | 6% |
Vanguard Explorer Value Fund Investor Shares | VEVFX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |