Merck Family Fund
Performance
HelpPortfolio Return | 45.61% | 103.96% | 180.27% |
Comparable Target-Date Fund [why this comparison?] |
32.87% Target-Date 2020 |
70.08% Target-Date 2030 |
112.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,745 (+12.74%) | +$33,880 (+33.88%) | +$68,131 (+68.13%) |
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% |