MANTECH
Performance
HelpPortfolio Return | 4.08% | 20.44% | 42.48% |
Comparable Target-Date Fund [why this comparison?] |
-12.63% Target-Date 2020 |
5.01% Target-Date 2030 |
24.01% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,715 (+16.71%) | +$15,430 (+15.43%) | +$18,469 (+18.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 11% | 20% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 28% | 50% | 70% |
Oakmark Equity And Income Fund Class I | OAKBX | 7% | 6% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 14% | 15% | 10% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 37% | 18% | - |
Fidelity Freedom Index 2025 Instl Prem | ffedx | 7% | - | - |
Total Portfolio | 100% | 100% | 100% |