Mistras Group Salary Savings Plan
Performance
HelpPortfolio Return | 58.15% | 93.65% | 148.28% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,385 (+31.39%) | +$34,061 (+34.06%) | +$51,931 (+51.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 39% | 55% | 75% |
Vanguard Intermediate-Term Treasury Fund Admiral Shares | VFIUX | 22% | 9% | - |
Dodge & Cox International Stock Fund | DODFX | 18% | 15% | 11% |
Prudential Total Return Bond Fund Class Z | PDBZX | 21% | 12% | - |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | 9% | 9% |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |