Ge Savings And Security Program
Performance
HelpPortfolio Return | 67.95% | 102.95% | 176.26% |
Comparable Target-Date Fund [why this comparison?] |
36.07% Target-Date 2020 |
75.27% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,883 (+31.88%) | +$27,677 (+27.68%) | +$56,424 (+56.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 100% | 73% | 6% |
GE RSP U.S. Equity Fund | GESSX | - | 27% | 94% |
Total Portfolio | 100% | 100% | 100% |