Indexes and Balanced Funds
Performance
(as of 9/30/2013)HelpPortfolio Return | 37.95% | 48.97% | 66.05% |
Comparable Target-Date Fund [why this comparison?] |
32.37% Target-Date 2020 |
41.69% Target-Date 2030 |
48.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,586 (+5.59%) | +$7,278 (+7.28%) | +$17,803 (+17.80%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Northern International Equity Index Fund | NOINX | 12% | 12% | 12% |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | 9% | 11% | 14% |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | 11% | 14% | 17% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 11% | 19% | 57% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 11% | - | - |
Vanguard Wellington Fund Admiral Shares | VWENX | 31% | 44% | - |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 15% | - | - |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2013)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
61%
STOCK
Moderate
82%
STOCK
Aggressive
98%
STOCK