Maryland Teachers & State Employees Supplemental Retirement Plans
Performance
HelpPortfolio Return | 48.91% | 82.45% | 133.77% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,139 (+22.14%) | +$22,855 (+22.86%) | +$37,418 (+37.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 7% | 24% | 63% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 19% | 7% | - |
Fidelity Puritan Fund | FPURX | 16% | 14% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 16% | 6% | - |
Parnassus Core Equity Fund - Institutional Shares | PRILX | 7% | 8% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 14% | 17% | 14% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 6% | 10% | 12% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 15% | 14% | - |
T. Rowe Price Small-Cap Stock Fund | OTCFX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |