Mary Kay Inc. Retirement Plan
Performance
HelpPortfolio Return | -60.55% | -18.92% | 107.27% |
Comparable Target-Date Fund [why this comparison?] |
12.08% Target-Date 2020 |
41.03% Target-Date 2030 |
61.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,629 (-72.63%) | -$59,946 (-59.95%) | +$45,878 (+45.88%) |
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% |