Southeast Aerospace, Inc. Employees Savings Trust
Performance
HelpPortfolio Return | 56.53% | 99.43% | 172.87% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,785 (+27.79%) | +$36,364 (+36.36%) | +$70,961 (+70.96%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 18% | 16% | 19% |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | 7% | 7% | 10% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 14% | 12% | - |
T. Rowe Price U.S. Bond Enhanced Index Fund | PBDIX | 8% | - | - |
American Funds Intermediate Bond Fund of America Class R-6 | RBOGX | 6% | - | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 9% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 14% | 14% | 10% |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 12% | 13% | - |
American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | 10% | - | - |
Vanguard Large Cap Index Fund Admiral Shares | VLCAX | - | 12% | 18% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 17% | 36% |
Vanguard Growth Index Fund Admiral Shares | VIGAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |