Promedica
Performance
HelpPortfolio Return | 37.65% | 44.09% | 51.98% |
Comparable Target-Date Fund [why this comparison?] |
-6.90% Target-Date 2020 |
11.73% Target-Date 2030 |
30.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$44,551 (+44.55%) | +$32,356 (+32.36%) | +$21,209 (+21.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 50% | 66% | 77% |
Dodge & Cox International Stock Fund | DODFX | 50% | 34% | 14% |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |