Ensco Savings Plan
Performance
HelpPortfolio Return | 48.23% | 89.11% | 148.91% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
73.94% Target-Date 2030 |
117.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,268 (+12.27%) | +$15,178 (+15.18%) | +$31,891 (+31.89%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 10% | 33% | 51% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 33% | 16% | - |
DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | 10% | 9% | 6% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 15% | 16% | 19% |
T. Rowe Price Equity Income Fund | PRFDX | 21% | 13% | 13% |
T. Rowe Price Spectrum Income Fund | RPSIX | 11% | 6% | - |
Vanguard Small-Cap Value Index Fund Institutional Shares | VSIIX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |