Macys Inc 401(K) Retirement Investment Plan
Performance
HelpPortfolio Return | -87.42% | -45.66% | 356.42% |
Comparable Target-Date Fund [why this comparison?] |
15.54% Target-Date 2020 |
44.79% Target-Date 2030 |
77.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$102,960 (-102.96%) | -$90,451 (-90.45%) | +$278,835 (+278.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Small/Mid Cap Stock Index Fund | 7% | 10% | 21% | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 27% | 9% | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 6% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | 12% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 6% | - | - |
S&P 500 Stock Index Fund | 9% | 26% | 69% | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 10% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 13% | - |
International Stock Index Fund | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |