Transunion 401 K & Savings Plan
Performance
HelpPortfolio Return | 48.79% | 106.47% | 196.01% |
Comparable Target-Date Fund [why this comparison?] |
44.16% Target-Date 2020 |
88.53% Target-Date 2030 |
139.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,631 (+4.63%) | +$17,945 (+17.94%) | +$56,020 (+56.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 10% | 27% | 71% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 4% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 36% | 32% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 39% | 19% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 4% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 10% | 13% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 5% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 7% | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 6% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |