Bunge
Performance
HelpPortfolio Return | 8.56% | 43.62% | 90.62% |
Comparable Target-Date Fund [why this comparison?] |
35.90% Target-Date 2020 |
32.10% Target-Date 2030 |
57.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,341 (-27.34%) | +$11,525 (+11.53%) | +$32,711 (+32.71%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 8% | 26% | 59% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | 11% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 20% | 13% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | 8% | - |
Fidelity Total Bond Fund | FTBFX | 10% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 28% | 22% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 13% |
T. Rowe Price New America Growth Fund | PRWAX | - | 3% | 9% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 10% | - |
T. Rowe Price Value Fund | TRVLX | - | - | 11% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |