Concordia Retirement
Performance
HelpPortfolio Return | 54.49% | 97.94% | 165.53% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.61% Target-Date 2030 |
135.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,042 (+12.04%) | +$12,335 (+12.33%) | +$30,379 (+30.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 3% | 24% | 55% |
Vanguard Balanced Index Fund Institutional Shares | VBAIX | 63% | 30% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 8% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 15% | 8% |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 8% | 15% |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | - | 6% | 9% |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | - | 9% | 13% |
Total Portfolio | 100% | 100% | 100% |