Ge Savings And Security Program
Performance
HelpPortfolio Return | 68.68% | 103.85% | 177.55% |
Comparable Target-Date Fund [why this comparison?] |
72.19% Target-Date 2020 |
97.94% Target-Date 2030 |
120.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,507 (-3.51%) | +$5,906 (+5.91%) | +$56,876 (+56.88%) |
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% |