The Boston Consulting Group, Inc. Employees' Savings Plan And Profit Sharing Retirement Fund
Performance
HelpPortfolio Return | 40.89% | 71.88% | -56.90% |
Comparable Target-Date Fund [why this comparison?] |
94.02% Target-Date 2020 |
60.53% Target-Date 2030 |
98.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$53,123 (-53.12%) | +$11,350 (+11.35%) | -$154,972 (-154.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 7% | 100% | 80% |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 49% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 44% | - | - |
Vanguard REIT ETF | VNQ | - | - | 20% |
Total Portfolio | 100% | 100% | 100% |