The Savannah River Nuclear Solutions, Llc Defined Contribution Plan
Performance
HelpPortfolio Return | 62.49% | 110.99% | 217.98% |
Comparable Target-Date Fund [why this comparison?] |
43.81% Target-Date 2020 |
87.60% Target-Date 2030 |
137.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,677 (+18.68%) | +$23,387 (+23.39%) | +$80,238 (+80.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 45% | 41% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 4% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 8% | - | - |
Fidelity Puritan Fund | FPURX | 9% | 14% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Dodge & Cox Global Stock Fund | DODWX | 12% | 7% | 13% |
Voya Russell Large Cap Index Portfolio Class A | IRLIX | 12% | 18% | 25% |
Vanguard Selected Value Fund Investor Shares | VASVX | - | 6% | 6% |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | - | 14% | 49% |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |