The Boston Consulting Group, Inc. Employees' Savings Plan And Profit Sharing Retirement Fund
Performance
HelpPortfolio Return | 40.25% | 70.64% | -57.21% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,480 (+13.48%) | +$11,048 (+11.05%) | -$153,557 (-153.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 7% | 100% | 80% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 49% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 44% | - | - |
Vanguard REIT ETF | VNQ | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |