Glaxosmithkline Retirement Savings Plan
Performance
HelpPortfolio Return | 19.50% | 83.40% | 126.94% |
Comparable Target-Date Fund [why this comparison?] |
34.64% Target-Date 2020 |
∞% Target-Date 2030 |
75.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$15,137 (-15.14%) | -∞ (-∞%) | +$51,581 (+51.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 30% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 23% | 18% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 16% | 27% | 52% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Nuveen Winslow Large-Cap Growth Fund Class A | NWCAX | 3% | 8% | 24% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 7% | 17% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 2% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 8% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |