MassMutual RetireSmart (FEYE 401k)
Performance
HelpPortfolio Return | 6.82% | 27.12% | 63.04% |
Comparable Target-Date Fund [why this comparison?] |
-3.40% Target-Date 2020 |
17.46% Target-Date 2030 |
29.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,216 (+10.22%) | +$9,659 (+9.66%) | +$34,043 (+34.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 27% | 37% | 72% |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | 14% | 13% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 28% | 15% | - |
DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | 5% | - | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 2% | 11% | 14% |
American Funds American Balanced Fund Class R-6 | RLBGX | 17% | 15% | - |
Prudential High-Yield Fund Class Q | PHYQX | 7% | - | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | 9% | 14% |
Total Portfolio | 100% | 100% | 100% |