New York's 529 College Savings Program Direct
Performance
HelpPortfolio Return | 30.04% | 51.92% | 87.37% |
Comparable Target-Date Fund [why this comparison?] |
10.95% Target-Date 2020 |
39.86% Target-Date 2030 |
73.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,085 (+19.08%) | +$12,056 (+12.06%) | +$13,938 (+13.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Investor Shares | VIGRX | 6% | 7% | 11% |
Vanguard Institutional Total Stock Market Index Fund Institutional Shares | VITNX | 12% | 23% | 30% |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares | VITPX | 12% | 22% | 30% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 19% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 10% | 11% | 13% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 18% | 9% |
Vanguard Total Bond Market II Index Fund Institutional Shares | VTBNX | 14% | - | - |
Vanguard Total International Bond Index Fund Institutional Shares | VTIFX | 7% | - | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |