RAND Corporation
Performance
HelpPortfolio Return | 128.28% | 213.72% | 290.85% |
Comparable Target-Date Fund [why this comparison?] |
58.84% Target-Date 2020 |
105.69% Target-Date 2030 |
159.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$69,435 (+69.44%) | +$108,030 (+108.03%) | +$131,788 (+131.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Explorer Fund Investor Class | VEXPX | 32% | 11% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 68% | 64% | 57% |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | - | 25% | 43% |
Total Portfolio | 100% | 100% | 100% |