Building Service 32Bj Supplemental Retirement Savings Plan
Performance
HelpPortfolio Return | 50.16% | 87.30% | 124.67% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.26% Target-Date 2030 |
97.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,113 (+23.11%) | +$27,034 (+27.03%) | +$27,070 (+27.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 12% | 29% | 74% |
Vanguard LifeStrategy Growth Fund Investor Shares | VASGX | 56% | 66% | - |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | 4% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 26% | 5% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 2% | - | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 10% |
Artisan Mid Cap Value Fund Institutional Class | APHQX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |