Vermont State Teachers Retirement Program 403(b)
Performance
HelpPortfolio Return | 113.40% | 183.38% | 288.53% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$51,978 (+51.98%) | +$73,590 (+73.59%) | +$123,786 (+123.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Large Cap Index Fund Investor Shares | VLACX | 33% | 54% | 75% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | 7% | 9% | 15% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 40% | 19% | - |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | 20% | 18% | 10% |
Total Portfolio | 100% | 100% | 100% |