Bunge
Performance
HelpPortfolio Return | 10.01% | 46.20% | 94.70% |
Comparable Target-Date Fund [why this comparison?] |
8.07% Target-Date 2020 |
33.89% Target-Date 2030 |
64.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$1,934 (+1.93%) | +$12,310 (+12.31%) | +$29,948 (+29.95%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 8% | 26% | 59% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | 11% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 20% | 13% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 12% | 8% | - |
Fidelity Total Bond Fund | FTBFX | 10% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 28% | 22% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 13% |
T. Rowe Price New America Growth Fund | PRWAX | - | 3% | 9% |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | - | 10% | - |
T. Rowe Price Value Fund | TRVLX | - | - | 11% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |