Mary Kay Inc. Retirement Plan
Performance
HelpPortfolio Return | -60.54% | -19.13% | 106.03% |
Comparable Target-Date Fund [why this comparison?] |
11.54% Target-Date 2020 |
39.78% Target-Date 2030 |
72.18% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,086 (-72.09%) | -$58,909 (-58.91%) | +$33,849 (+33.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 10% | 29% | 65% |
Vanguard Intermediate-Term Bond Index Fund Institutional Shares | VBIMX | 12% | - | - |
T. Rowe Price Small-Cap Value Fund | PRSVX | 5% | 11% | 18% |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 73% | 53% | - |
American Century Ultra Fund Investor Class | TWCUX | - | 7% | 11% |
American Funds EuroPacific Growth Fund Class R-4 | REREX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |