Ge Savings And Security Program
Performance
HelpPortfolio Return | 69.41% | 104.70% | 178.61% |
Comparable Target-Date Fund [why this comparison?] |
35.63% Target-Date 2020 |
75.56% Target-Date 2030 |
119.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,779 (+33.78%) | +$29,141 (+29.14%) | +$58,636 (+58.64%) |
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% |