Vanderbilt University Retirement Plan And New Faculty Plan
Performance
HelpPortfolio Return | 37.68% | 67.46% | 110.32% |
Comparable Target-Date Fund [why this comparison?] |
12.57% Target-Date 2020 |
39.87% Target-Date 2030 |
70.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,106 (+25.11%) | +$27,592 (+27.59%) | +$40,029 (+40.03%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | 8% | 18% | 27% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 25% | 35% | 49% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 11% | - | - |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 31% | 21% | - |
Dodge & Cox Global Stock Fund | DODWX | 11% | 6% | 7% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 14% | 14% | 8% |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |