Ensco Savings Plan
Performance
HelpPortfolio Return | 43.89% | 83.04% | 139.98% |
Comparable Target-Date Fund [why this comparison?] |
32.95% Target-Date 2020 |
69.13% Target-Date 2030 |
110.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,943 (+10.94%) | +$13,913 (+13.91%) | +$29,721 (+29.72%) |
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% |