Enersys Delaware, Inc.
Performance
HelpPortfolio Return | 29.96% | 58.32% | 109.82% |
Comparable Target-Date Fund [why this comparison?] |
11.48% Target-Date 2020 |
38.30% Target-Date 2030 |
68.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,480 (+18.48%) | +$20,016 (+20.02%) | +$41,492 (+41.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 16% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 36% | 26% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 20% | 16% | - |
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 7% | 28% | 77% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 21% | 6% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 11% | - |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 7% | - |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | 6% | 12% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |