Emerson Process Management Remote Automation Solutions 401K
Performance
HelpPortfolio Return | 36.06% | 106.25% | 133.62% |
Comparable Target-Date Fund [why this comparison?] |
42.23% Target-Date 2020 |
85.09% Target-Date 2030 |
134.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,178 (-6.18%) | +$21,155 (+21.15%) | -$566 (-0.57%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 10% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 8% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 39% | 21% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 43% | 16% | - |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | - | 8% | 23% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 12% | 14% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 8% | - |
Vanguard Value Index Fund Investor Shares | VIVAX | - | 9% | 31% |
Capital Group U.S. Equity Fund | CUSEX | - | 10% | 21% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 16% | 5% |
Vanguard Mid-Cap Growth Index Fund Investor Shares | VMGIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |