Dupont Retirement Savings Plan
Performance
HelpPortfolio Return | 98.65% | 356.32% | 114.48% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$71,319 (+71.32%) | +$295,436 (+295.44%) | +$15,586 (+15.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
NT S&P 500® Index Fund - Non-Lending | 39% | 62% | 81% | |
NT Aggregate Bond Index Fund - Non-Lending | 27% | 22% | - | |
NT EAFE Index Fund - Non-Lending | 6% | - | - | |
NT Russell 2000 Index Fund - Non-Lending | 11% | 16% | 19% | |
NT Government Short Term Investment Fund | 7% | - | - | |
Voya Core Plus Trust Fund Class 1 | 10% | - | - | |
Total Portfolio | 100% | 100% | 100% |