T Rowe Price Retirement Plan
Performance
HelpPortfolio Return | 5.26% | 46.77% | 88.04% |
Comparable Target-Date Fund [why this comparison?] |
18.91% Target-Date 2020 |
34.41% Target-Date 2030 |
54.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,652 (-13.65%) | +$12,368 (+12.37%) | +$33,561 (+33.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 20% | 37% | 56% |
Vanguard Developed Markets Index Instl | VTMNX | 17% | 16% | 10% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 21% | 10% | - |
Dodge & Cox Stock Fund | DODGX | 12% | 15% | 20% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 10% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 10% | 12% | 14% |
Total Portfolio | 100% | 100% | 100% |