New York Deferred Compensation
Performance
HelpPortfolio Return | 42.29% | 68.50% | 68.52% |
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) |
+$12,698 (+12.70%) | +$4,229 (+4.23%) | -$34,768 (-34.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | 12% | 11% | 8% |
Davis New York Venture Fund Class A | NYVTX | 11% | 11% | 9% |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 6% | - | - |
Pax Balanced Fund Class Institutional | PAXIX | 54% | 47% | - |
T. Rowe Price Equity Income Fund | PRFDX | 4% | 5% | 12% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 13% | - | - |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 18% | 50% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | 8% | 5% |
Fidelity OTC Portfolio | FOCPX | - | - | 6% |
Columbia Acorn USA Class Z | AUSAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |