Scana Corporation Stock Purchase - Savings Plan
Performance
HelpPortfolio Return | 18.72% | 63.06% | 165.74% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
73.98% Target-Date 2030 |
117.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,239 (-17.24%) | -$10,927 (-10.93%) | +$48,485 (+48.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 11% | 26% | 55% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | 15% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 21% | 26% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 9% | - | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 7% | 9% |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 10% | 13% | 8% |
Janus Research Fund Class I | JRAIX | 9% | 13% | 14% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 9% |
Dodge & Cox Stock Fund | DODGX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |