Ensco Savings Plan
Performance
HelpPortfolio Return | 44.95% | 84.26% | 141.53% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.54% Target-Date 2030 |
112.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,159 (+11.16%) | +$13,716 (+13.72%) | +$29,155 (+29.16%) |
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% |