California State University TSA
Performance
HelpPortfolio Return | -41.06% | 49.20% | 111.73% |
Comparable Target-Date Fund [why this comparison?] |
12.82% Target-Date 2020 |
40.50% Target-Date 2030 |
71.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$53,882 (-53.88%) | +$8,703 (+8.70%) | +$40,350 (+40.35%) |
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% |