The Nasdaq Omx Group, Inc. 401(K) Savings Plan
Performance
HelpPortfolio Return | 39.32% | 65.38% | 99.10% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
40.14% Target-Date 2030 |
70.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,617 (+26.62%) | +$25,232 (+25.23%) | +$28,318 (+28.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 3% | 18% | 48% |
Vanguard International Value Fund Investor Shares | VTRIX | 7% | 8% | 8% |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 35% | 7% | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 33% | 34% | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 17% | 25% | 24% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 5% | 8% | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |