Mastercard Savings Plan
Performance
HelpPortfolio Return | -75.24% | -50.53% | 90.30% |
Comparable Target-Date Fund [why this comparison?] |
1.25% Target-Date 2020 |
24.24% Target-Date 2030 |
49.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$76,492 (-76.49%) | -$74,770 (-74.77%) | +$41,043 (+41.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
U.S. Large Cap Equity Fund - Passive | 12% | 26% | 53% | |
Intermediate Term Fixed Income Fund | 25% | - | - | |
U.S. Large Cap Value Equity Fund | 12% | 14% | 16% | |
U.S. Large Cap Growth Equity Fund | 12% | 16% | 20% | |
U.S. High Yield Fixed Income Fund | 18% | 21% | - | |
State Street Target Retirement 2060 Fund Class K | SSDYX | 21% | 23% | - |
U.S. Small-Mid Cap Equity Fund - Passive | - | - | 11% | |
Total Portfolio | 100% | 100% | 100% |