new york state deferred compensation plan
Performance
HelpPortfolio Return | 43.04% | 68.41% | 114.31% |
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) |
+$13,448 (+13.45%) | +$4,136 (+4.14%) | +$11,017 (+11.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Wellington Fund Admiral Shares | VWENX | 70% | 38% | - |
T. Rowe Price Retirement 2015 Fund | TRRGX | 8% | - | - |
T. Rowe Price Retirement 2010 Fund | TRRAX | 16% | 12% | - |
T. Rowe Price Retirement 2020 Fund | TRRBX | 6% | - | - |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | - | 11% | 13% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | 7% | 11% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 15% | 24% |
T. Rowe Price Equity Income Fund | PRFDX | - | 17% | 40% |
Fidelity OTC Portfolio | FOCPX | - | - | 6% |
Fidelity OTC Portfolio Class K | FOCKX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |