University of Pittsburgh (TIAA-CREF/VANGUARD)
Performance
HelpPortfolio Return | 52.94% | 83.42% | 133.76% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,350 (+23.35%) | +$19,152 (+19.15%) | +$30,464 (+30.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard High-Yield Corporate Fund Admiral Shares | VWEAX | 7% | - | - |
Vanguard Emerging Markets Stock Index Fund Institutional Shares | VEMIX | 6% | 6% | - |
Vanguard GNMA Fund Admiral Shares | VFIJX | 34% | 18% | - |
Vanguard Growth Index Fund Institutional Shares | VIGIX | 16% | 15% | 19% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 3% | - | 31% |
Vanguard Value Index Fund Institutional Shares | VIVIX | 19% | 18% | 8% |
Victory Trivalent International Small-Cap Fund Class R6 | MSSIX | 15% | 14% | 9% |
TIAA-CREF Social Choice Equity Fund Institutional Class | TISCX | - | 29% | 15% |
Vanguard Windsor Fund Admiral Shares | VWNEX | - | - | 9% |
TIAA-CREF Small-Cap Equity Fund Institutional Class | TISEX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |