Fiserv Trust Company Master Defined Contribution Retirement Plan And Trust For Nga Thi Vu,Dds
Performance
HelpPortfolio Return | 15.87% | 76.26% | -55.82% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$14,242 (-14.24%) | +$11,051 (+11.05%) | -$160,576 (-160.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 28% | 100% | 80% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 20% | - | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 39% | - | - |
Vanguard REIT ETF | VNQ | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |