Asml Us Employees' Savings And Retirement Plan
Performance
HelpPortfolio Return | 14.55% | 27.07% | 47.11% |
Comparable Target-Date Fund [why this comparison?] |
-6.01% Target-Date 2020 |
13.35% Target-Date 2030 |
23.84% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,554 (+20.55%) | +$13,717 (+13.72%) | +$23,273 (+23.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 8% | 10% | 15% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 15% | 20% | 32% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 40% | 20% | - |
Principal LargeCap S&P 500 Index Fund R-3 Class | PLFMX | 15% | 21% | 29% |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | 3% | 7% | 9% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 19% | 16% | 9% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | 6% | 6% |
Total Portfolio | 100% | 100% | 100% |