Philips Electronics North America Corp Employee Savings Plan
Performance
HelpPortfolio Return | 36.82% | 60.46% | 100.95% |
Comparable Target-Date Fund [why this comparison?] |
40.61% Target-Date 2020 |
41.16% Target-Date 2030 |
72.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,795 (-3.79%) | +$19,302 (+19.30%) | +$28,413 (+28.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 28% | 40% | 60% |
Dodge & Cox Stock Fund | DODGX | 5% | 8% | 9% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 35% | 20% | - |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | 6% | - | - |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 8% | 9% | 15% |
Vanguard Total International Stock Index Fund Institutional Plus Shares | VTPSX | 18% | 17% | 10% |
Fidelity Growth Company | FDGRX | - | 6% | 6% |
Total Portfolio | 100% | 100% | 100% |