Travelport Employee Savings Plan
Performance
HelpPortfolio Return | 36.78% | 58.37% | 101.15% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,959 (+5.96%) | -$8,220 (-8.22%) | -$6,456 (-6.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 17% | 36% | 62% |
Dodge & Cox International Stock Fund | DODFX | 9% | 9% | 11% |
Dodge & Cox Stock Fund | DODGX | 8% | 7% | 7% |
Federated Total Return Bond Fund Institutional Shares | FTRBX | 40% | 19% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 12% | 11% | - |
Fidelity Freedom 2045 Fund Class K | FSNZX | 14% | 12% | - |
Fidelity Extended Market Index | FSMAX | - | 6% | 13% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |