NEE 401(k)
Performance
HelpPortfolio Return | -81.35% | -53.21% | 209.56% |
Comparable Target-Date Fund [why this comparison?] |
-8.45% Target-Date 2020 |
9.53% Target-Date 2030 |
28.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,894 (-72.89%) | -$62,748 (-62.75%) | +$181,434 (+181.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 3000 ETF | IWV | 10% | 22% | 43% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 13% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 14% | 7% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 17% | 17% | - |
iShares Russell 2000 ETF | IWM | 6% | 8% | 12% |
Loomis Sayles Core Plus Bond Fund Class C | NECRX | 18% | 9% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 10% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | - | 6% | 14% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 8% | - |
Vanguard PRIMECAP Core Fund Investor Shares | VPCCX | - | - | 9% |
iShares MSCI ACWI ETF | ACWI | - | - | 14% |
JPMorgan Equity Income Fund Class R6 | OIEJX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |