California State University TSA
Performance
HelpPortfolio Return | -41.04% | 49.38% | 112.86% |
Comparable Target-Date Fund [why this comparison?] |
13.08% Target-Date 2020 |
41.00% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$54,114 (-54.11%) | +$8,375 (+8.38%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 32% | 37% | 78% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 52% | - | - |
BlackRock Total Return Fund Class K | MPHQX | 8% | 4% | - |
Schroder Emerging Market Equity Fund Class Investor | SEMNX | 8% | 5% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 13% | 22% |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | - | 41% | - |
Total Portfolio | 100% | 100% | 100% |