UTC Puerto Rico Savings Plan
Performance
HelpPortfolio Return | -9.24% | 30.32% | 68.68% |
Comparable Target-Date Fund [why this comparison?] |
-10.04% Target-Date 2020 |
9.15% Target-Date 2030 |
30.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$799 (+0.80%) | +$21,172 (+21.17%) | +$38,396 (+38.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 16% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 17% | 10% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 6% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 13% | 35% | 90% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 15% | 17% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 15% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |