Ge Savings And Security Program
Performance
HelpPortfolio Return | 62.65% | 96.35% | 166.51% |
Comparable Target-Date Fund [why this comparison?] |
32.33% Target-Date 2020 |
69.04% Target-Date 2030 |
110.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$30,325 (+30.33%) | +$27,319 (+27.32%) | +$55,985 (+55.99%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 100% | 73% | 6% |
GE RSP U.S. Equity Fund | GESSX | - | 27% | 94% |
Total Portfolio | 100% | 100% | 100% |