The Caci Smart Plan
Performance
HelpPortfolio Return | 55.65% | 92.86% | 145.25% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,314 (+28.31%) | +$31,977 (+31.98%) | +$46,354 (+46.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 31% | 51% | 57% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 10% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 19% | 9% | - |
T. Rowe Price Small-Cap Stock Fund | OTCFX | 7% | 11% | 12% |
T. Rowe Price Financial Services Fund | PRISX | 3% | 2% | 7% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 17% | 7% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 11% |
T. Rowe Price Value Fund | TRVLX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |