My 403b
Performance
HelpPortfolio Return | 56.12% | 85.06% | 90.35% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,790 (+28.79%) | +$24,178 (+24.18%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Conservative Growth Fund Investor Shares | VSCGX | 39% | 12% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 50% | 88% | 100% |
Fidelity Investment Grade Bond Fund | FBNDX | 11% | - | - |
Total Portfolio | 100% | 100% | 100% |