New York's 529 College Savings Program Direct
Performance
HelpPortfolio Return | 27.32% | 47.79% | 81.21% |
Comparable Target-Date Fund [why this comparison?] |
41.20% Target-Date 2020 |
48.93% Target-Date 2030 |
67.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,874 (-13.87%) | -$1,136 (-1.14%) | +$13,636 (+13.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Investor Shares | VIGRX | 6% | 7% | 11% |
Vanguard Institutional Total Stock Market Index Fund Institutional Shares | VITNX | 12% | 23% | 30% |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | VITPX | 12% | 22% | 30% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 19% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 10% | 11% | 13% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 18% | 9% |
Vanguard Total Bond Market II Index Fund Institutional Shares | VTBNX | 14% | - | - |
Vanguard Total International Bond Index Fund Institutional Shares | VTIFX | 7% | - | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |