Lockheed Martin Salaried Savings Plan
Performance
HelpPortfolio Return | 329.69% | 1,126.45% | 262.77% |
Comparable Target-Date Fund [why this comparison?] |
62.95% Target-Date 2020 |
112.75% Target-Date 2030 |
170.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$266,741 (+266.74%) | +$1,013,705 (+1013.71%) | +$92,416 (+92.42%) |
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% |