Ally Financial Inc. Retirement Savings Plan
Performance
HelpPortfolio Return | 1.88% | 49.39% | 119.19% |
Comparable Target-Date Fund [why this comparison?] |
14.02% Target-Date 2020 |
42.63% Target-Date 2030 |
67.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,134 (-12.13%) | +$6,758 (+6.76%) | +$51,749 (+51.75%) |
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% |