Lockheed Martin Salaried Savings Plan
Performance
HelpPortfolio Return | 163.31% | 918.23% | 244.90% |
Comparable Target-Date Fund [why this comparison?] |
57.90% Target-Date 2020 |
103.82% Target-Date 2030 |
155.70% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$105,402 (+105.40%) | +$814,412 (+814.41%) | +$89,199 (+89.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Broad Market Bond Index Fund | 38% | 16% | - | |
Emerging Markets Indexed Equity | 6% | 6% | - | |
S&P 500 Indexed Equity Fund | 28% | 43% | 69% | |
High Yield Bond Fund | 7% | 6% | - | |
Global Equity Fund | 15% | 29% | 31% | |
International Developed Markets Equity | 6% | - | - | |
Total Portfolio | 100% | 100% | 100% |