United Technologies Corporation Employee Savings Plan
Performance
HelpPortfolio Return | 27.78% | 107.69% | 199.34% |
Comparable Target-Date Fund [why this comparison?] |
27.95% Target-Date 2020 |
61.95% Target-Date 2030 |
100.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$163 (-0.16%) | +$45,734 (+45.73%) | +$98,721 (+98.72%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Equity Fund (S&P 500) | 8% | 29% | 75% | |
Target Retirement 2015 | 13% | - | - | |
Target Retirement 2025 | 25% | 17% | - | |
Target Retirement 2030 | 20% | 10% | - | |
Government/Credit Bond Fund | 13% | 6% | - | |
Target Retirement 2060 | 21% | 17% | - | |
Small Company Stock Fund | - | 7% | 15% | |
Target Retirement 2045 | - | 14% | - | |
International Equity Fund | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |