FHDA Vanguard Group
Performance
HelpPortfolio Return | 23.40% | 44.38% | 78.57% |
Comparable Target-Date Fund [why this comparison?] |
1.66% Target-Date 2020 |
24.95% Target-Date 2030 |
50.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,745 (+21.75%) | +$19,434 (+19.43%) | +$28,234 (+28.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 11% | 17% | 15% |
Vanguard International Value Fund Investor Shares | VTRIX | 10% | 10% | 10% |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 18% | 1% | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 37% | 44% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 13% | 19% | 10% |
Vanguard Core Bond Fund Admiral Shares | VCOBX | 11% | - | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 9% | 27% |
Vanguard Strategic Small-Cap Equity Fund Investor Shares | VSTCX | - | - | 10% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | - | 28% |
Total Portfolio | 100% | 100% | 100% |