TD Bank 401(k)
Performance
HelpPortfolio Return | 9.32% | 24.89% | 47.91% |
Comparable Target-Date Fund [why this comparison?] |
-10.03% Target-Date 2020 |
8.13% Target-Date 2030 |
27.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,350 (+19.35%) | +$16,759 (+16.76%) | +$20,404 (+20.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 19% | 37% | 55% |
Vanguard Developed Markets Index Instl | VTMNX | 17% | 16% | 10% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 10% | - |
Dodge & Cox Stock Fund | DODGX | 12% | 15% | 20% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 10% | - |
T. Rowe Price Blue Chip Growth I | TBCIX | 10% | 12% | 15% |
Total Portfolio | 100% | 100% | 100% |