Burlington Northern Santa Fe Retirement Plan
Performance
HelpPortfolio Return | 74.73% | 157.63% | 246.30% |
Comparable Target-Date Fund [why this comparison?] |
58.84% Target-Date 2020 |
106.04% Target-Date 2030 |
160.08% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,887 (+15.89%) | +$51,594 (+51.59%) | +$86,221 (+86.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 11% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 33% | 33% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 30% | 20% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 11% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 15% | 14% | 25% |
Vanguard Growth Index Fund Institutional Shares | VIGIX | - | 7% | 13% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 15% | 41% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 5% | 9% |
Royce Pennsylvania Mutual Fund Investment Class | PENNX | - | 6% | 12% |
Total Portfolio | 100% | 100% | 100% |