Roper Industries, Inc. Employees' Retirement Savings 004 Plan
Performance
HelpPortfolio Return | 0.25% | 40.74% | 73.33% |
Comparable Target-Date Fund [why this comparison?] |
-1.83% Target-Date 2020 |
19.60% Target-Date 2030 |
42.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$2,078 (+2.08%) | +$21,143 (+21.14%) | +$30,708 (+30.71%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 7% | 28% | 75% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 18% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 14% | 8% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 26% | 20% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 15% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 8% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 11% | - |
Vanguard Developed Markets Index Instl | VTMNX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |