Morgan Stanley 401(K) Savings Plan
Performance
HelpPortfolio Return | 20.90% | 43.61% | 70.81% |
Comparable Target-Date Fund [why this comparison?] |
-2.56% Target-Date 2020 |
19.40% Target-Date 2030 |
44.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,459 (+23.46%) | +$24,214 (+24.21%) | +$26,799 (+26.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Bond Index Fund | 11% | - | - | |
FIAM Select International Small Cap | 21% | 19% | 7% | |
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 26% | 17% | - |
BlackRock Russell 2000 Index | 7% | 10% | 17% | |
T. Rowe Price Large Cap | 5% | 7% | 8% | |
BlackRock S&P 500 Index | 30% | 47% | 68% | |
Total Portfolio | 100% | 100% | 100% |