ssd
Performance
HelpPortfolio Return | 27.53% | 56.44% | 100.24% |
Comparable Target-Date Fund [why this comparison?] |
15.54% Target-Date 2020 |
44.79% Target-Date 2030 |
77.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,989 (+11.99%) | +$11,647 (+11.65%) | +$22,652 (+22.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 10% | 21% | 46% |
T. Rowe Price Equity Income Fund | PRFDX | 17% | 11% | 11% |
Fidelity Contrafund Fund Class K | FCNKX | 15% | 11% | 9% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 17% | 11% | 7% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 41% | 19% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 11% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 13% |
DFA U.S. Sustainability Core 1 Portfolio | DFSIX | - | 9% | 14% |
Total Portfolio | 100% | 100% | 100% |