Comcast Corporation Retirement-Investment Plan
Performance
HelpPortfolio Return | 70.37% | 166.38% | 274.30% |
Comparable Target-Date Fund [why this comparison?] |
57.41% Target-Date 2020 |
104.14% Target-Date 2030 |
158.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,958 (+12.96%) | +$62,239 (+62.24%) | +$115,975 (+115.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 14% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | 15% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 16% | 6% | - |
Mellon Capital Management EB DL Liquidity Aggregate Bond Index Fund | 14% | 8% | - | |
Fidelity 500 Index | FXAIX | 7% | 27% | 71% |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 26% | 19% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 16% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 8% | 13% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 10% | - |
Total Portfolio | 100% | 100% | 100% |