NYSDCP
Performance
HelpPortfolio Return | 35.95% | 65.11% | 114.28% |
Comparable Target-Date Fund [why this comparison?] |
20.31% Target-Date 2020 |
53.00% Target-Date 2030 |
91.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,640 (+15.64%) | +$12,108 (+12.11%) | +$23,074 (+23.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | 11% | 9% | 9% |
NYSDCB US Debt Index Unitized Account | 44% | 23% | - | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 19% | 17% | 17% |
T. Rowe Price Equity Income Fund | PRFDX | 26% | 17% | 16% |
NYSDCB Equity Index Unitized Account | - | 23% | 44% | |
NYSDCB Russell 2500 index Unitized Account, | - | 11% | 14% | |
Total Portfolio | 100% | 100% | 100% |