Mary Kay Inc. Retirement Plan
Performance
HelpPortfolio Return | -60.60% | -19.45% | 104.15% |
Comparable Target-Date Fund [why this comparison?] |
11.67% Target-Date 2020 |
40.13% Target-Date 2030 |
72.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,271 (-72.27%) | -$59,583 (-59.58%) | +$31,365 (+31.37%) |
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% |