Genpact2
Performance
HelpPortfolio Return | 21.68% | 35.49% | 51.14% |
Comparable Target-Date Fund [why this comparison?] |
-1.47% Target-Date 2020 |
21.02% Target-Date 2030 |
46.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,159 (+23.16%) | +$14,468 (+14.47%) | +$4,942 (+4.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 17% | 26% | 40% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 41% | 19% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 16% | 27% | 37% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 26% | 28% | 23% |
Total Portfolio | 100% | 100% | 100% |