Indexes and Balanced Funds
Performance
HelpPortfolio Return | 64.00% | 98.31% | 147.55% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,704 (+37.70%) | +$26,238 (+26.24%) | +$52,455 (+52.45%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | 10% | 9% | 12% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 6% | 25% | 63% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | 7% | 7% | 10% |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 5% | - | - |
Northern International Equity Index Fund | NOINX | 8% | 5% | - |
Pax Balanced Fund Class Institutional | PAXIX | 50% | 47% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 14% | - | - |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | - | 7% | 15% |
Total Portfolio | 100% | 100% | 100% |