DUKE UNIVERSITY
Performance
HelpPortfolio Return | 81.65% | 125.77% | 206.91% |
Comparable Target-Date Fund [why this comparison?] |
53.18% Target-Date 2020 |
98.05% Target-Date 2030 |
149.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,467 (+28.47%) | +$27,715 (+27.71%) | +$57,202 (+57.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity International Small Cap Fund | FISMX | 26% | 25% | - |
Fidelity Mortgage Securities Fund | FMSFX | 37% | 15% | - |
Fidelity Growth & Income Portfolio Class K | FGIKX | 37% | 41% | - |
Vanguard Value Index Fund Investor Shares | VIVAX | - | 19% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 33% |
Vanguard 500 Index Fund Investor Class | VFINX | - | - | 29% |
TIAA-CREF Small-Cap Blend Index Fund Institutional Class | TISBX | - | - | 16% |
TIAA-CREF S&P 500 Index Fund Institutional Class | TISPX | - | - | 22% |
Total Portfolio | 100% | 100% | 100% |