Medtronic, Inc. Savings And Investment Plan
Performance
HelpPortfolio Return | 35.13% | 105.46% | 170.29% |
Comparable Target-Date Fund [why this comparison?] |
35.33% Target-Date 2020 |
74.19% Target-Date 2030 |
118.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$198 (-0.20%) | +$31,276 (+31.28%) | +$51,658 (+51.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 16% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 32% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 26% | 21% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 11% | 9% | 18% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 10% | - | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 4% | 8% | 15% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 23% | 51% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | 9% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |