Voluntary Investment Plan For Ees Of Lufthansa
Performance
HelpPortfolio Return | -89.32% | -80.99% | -52.06% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$118,913 (-118.91%) | -$145,266 (-145.27%) | -$155,353 (-155.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 17% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 24% | 31% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 14% | 20% | - |
Blackrock US Debt Index Fd W | 8% | - | - | |
Blackrock Russell 2000 Fd M | 7% | 10% | 18% | |
JPMorgan U.S. Equity Fund Class R5 | JUSRX | 11% | 14% | 36% |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 12% | 4% | - |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 9% | 26% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 3% | - |
T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | - | 9% | 20% |
Total Portfolio | 100% | 100% | 100% |