Arcelormittal Tubular Products Savings Plan
Performance
HelpPortfolio Return | -66.75% | -7.81% | 608.41% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$97,570 (-97.57%) | -$74,398 (-74.40%) | +$500,808 (+500.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
NT S&P 500 IDX FUND NL TIER 2 | 7% | 23% | 68% | |
PIMCO Total Return Fund Institutional Class | PTTRX | 13% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 16% | 12% | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 26% | 19% | - |
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares | VTTWX | 11% | - | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 27% | 24% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 7% | 12% |
Columbia Small Cap Value Fund II Class Y Shares | CRRYX | - | 8% | 11% |
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | - | 7% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |