St. Malachy Schools, Creston, Iowa
Performance
HelpPortfolio Return | 39.90% | 81.90% | 184.51% |
Comparable Target-Date Fund [why this comparison?] |
33.24% Target-Date 2020 |
69.74% Target-Date 2030 |
111.27% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,655 (+6.66%) | +$12,164 (+12.16%) | +$73,246 (+73.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 12% | 11% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 29% | 11% | - |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 11% | - | - |
Vanguard Windsor II Fund Investor Share | VWNFX | 15% | 8% | 18% |
Vanguard 500 Index Fund Investor Class | VFINX | - | 15% | 27% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | - | 7% | 10% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 6% | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | - | 13% | 45% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |