TD Bank 401(k)
Performance
HelpPortfolio Return | 13.19% | 30.51% | 56.17% |
Comparable Target-Date Fund [why this comparison?] |
-7.15% Target-Date 2020 |
12.87% Target-Date 2030 |
34.82% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,346 (+20.35%) | +$17,641 (+17.64%) | +$21,351 (+21.35%) |
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% |