Merck Family Fund
Performance
HelpPortfolio Return | 46.71% | 105.80% | 183.12% |
Comparable Target-Date Fund [why this comparison?] |
32.87% Target-Date 2020 |
71.54% Target-Date 2030 |
114.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,844 (+13.84%) | +$34,257 (+34.26%) | +$68,516 (+68.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 20% | 9% | 9% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 20% | 9% | - |
Dodge & Cox Stock Fund | DODGX | 12% | 10% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 10% | - |
Fidelity Contrafund Fund Class K | FCNKX | 9% | 7% | 4% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 19% | 17% | 9% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 38% | 67% |
Total Portfolio | 100% | 100% | 100% |