Ortho Clinical Diagnostics Savings Plan
Performance
HelpPortfolio Return | 61.38% | 103.36% | 193.07% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,784 (+31.78%) | +$39,088 (+39.09%) | +$89,779 (+89.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 17% | 17% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | 6% | 20% | 59% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 8% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 24% | 12% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 19% | 23% | - |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 22% | 8% | - |
Columbia Balanced Fund Class Y Shares | CBDYX | 4% | 8% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 7% | 16% |
JPMorgan Disciplined Equity Fund Class R6 | JDEUX | - | 5% | 25% |
Total Portfolio | 100% | 100% | 100% |