Verizon Savings Plan For Management Employees
Performance
HelpPortfolio Return | -46.00% | 60.74% | 132.63% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$73,054 (-73.05%) | -$942 (-0.94%) | +$32,742 (+32.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Verizon 2020 Fund | 20% | 12% | - | |
Verizon 2025 Fund | 18% | 12% | - | |
Verizon 2030 Fund | 15% | 11% | - | |
US Large Company Index | 22% | 42% | 77% | |
US Small Company | 6% | 8% | 16% | |
U.S. Core Bond Fund | 19% | 4% | - | |
Verizon 2060 Fund | - | 11% | - | |
Emerging Markets | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |