Indexes and Balanced Funds II
Performance
HelpPortfolio Return | 66.35% | 102.98% | 154.94% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$38,832 (+38.83%) | +$41,916 (+41.92%) | +$56,002 (+56.00%) |
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 | 5% | 25% | 63% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | 7% | 7% | 10% |
Northern International Equity Index Fund | NOINX | 8% | 5% | - |
Pax Balanced Fund Class Institutional | PAXIX | 52% | 47% | - |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 18% | - | - |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | - | 7% | 15% |
Total Portfolio | 100% | 100% | 100% |