Johns Hopkins University 403(b) Plan, Vanguard
Performance
HelpPortfolio Return | 16.11% | 54.11% | 131.43% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,113 (+16.11%) | +$54,114 (+54.11%) | +$131,429 (+131.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard GNMA Fund Investor Shares | VFIIX | 36% | 18% | - |
Vanguard Growth Index Fund Investor Shares | VIGRX | 16% | 16% | 4% |
Vanguard High-Yield Corporate Fund Investor Shares | VWEHX | 7% | - | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 5% | 2% | 29% |
Vanguard International Explorer Fund Investor Shares | VINEX | 19% | 20% | 9% |
Vanguard Value Index Fund Investor Shares | VIVAX | 17% | 20% | - |
Vanguard Large Cap Index Fund Investor Shares | VLACX | - | 24% | 25% |
Vanguard Strategic Small-Cap Equity Fund Investor Shares | VSTCX | - | - | 12% |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | - | - | 21% |
Total Portfolio | 100% | 100% | 100% |