Building Service 32Bj Supplemental Retirement Savings Plan
Performance
HelpPortfolio Return | 49.45% | 86.29% | 123.45% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,916 (+22.92%) | +$26,966 (+26.97%) | +$27,357 (+27.36%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 12% | 29% | 74% |
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 56% | 66% | - |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 4% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 26% | 5% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 2% | - | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 10% |
Artisan Mid Cap Value Fund Institutional Class | APHQX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |