Ally Financial Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 3.48% | 52.28% | 124.42% |
Comparable Target-Date Fund [why this comparison?] |
15.87% Target-Date 2020 |
45.47% Target-Date 2030 |
79.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,385 (-12.38%) | +$6,810 (+6.81%) | +$45,282 (+45.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 19% | 7% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 16% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 10% | 8% | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 9% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Vanguard Total Stock Mkt Index Instl Pls | VSMPX | 26% | 47% | 88% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 13% | - |
Total Portfolio | 100% | 100% | 100% |