NVest Inc 401k
Performance
HelpPortfolio Return | 38.64% | 116.30% | 201.00% |
Comparable Target-Date Fund [why this comparison?] |
33.59% Target-Date 2020 |
70.35% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,053 (+5.05%) | +$45,944 (+45.94%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 22% | 25% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 15% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 12% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 10% | - | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 12% | 30% | 90% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 8% | 5% | 10% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 13% | - |
Total Portfolio | 100% | 100% | 100% |