Maersk Inc. Savings Plan
Performance
HelpPortfolio Return | 49.67% | 94.20% | 155.32% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,148 (+22.15%) | +$33,140 (+33.14%) | +$56,384 (+56.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 9% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 40% | 61% | 78% |
Dodge & Cox Income Fund | DODIX | 17% | 12% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 18% | 9% |
Hotchkis Large Cap Value Account | - | - | 7% | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |