North Shore Medical Center 403(B) Plan
Performance
HelpPortfolio Return | 59.44% | 79.44% | 91.84% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,668 (+32.67%) | +$19,842 (+19.84%) | -$4,508 (-4.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 100% | 22% | - |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 18% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 30% | 61% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 30% | 39% |
Total Portfolio | 100% | 100% | 100% |