Ge Savings And Security Program
Performance
HelpPortfolio Return | 64.98% | 99.34% | 171.28% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
71.16% Target-Date 2030 |
114.41% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,615 (+31.61%) | +$28,176 (+28.18%) | +$56,863 (+56.86%) |
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% |