Mit Supplemental 401(K) Plan
Performance
HelpPortfolio Return | 49.45% | 77.45% | 88.87% |
Comparable Target-Date Fund [why this comparison?] |
27.19% Target-Date 2020 |
60.53% Target-Date 2030 |
98.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,261 (+22.26%) | +$16,919 (+16.92%) | -$9,203 (-9.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 67% | 93% | 100% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 33% | 7% | - |
Total Portfolio | 100% | 100% | 100% |