Carnegie Mellon University 403(b) (Vanguard)
Performance
HelpPortfolio Return | 53.19% | 154.11% | 250.57% |
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) |
-$4,220 (-4.22%) | +$49,971 (+49.97%) | +$92,240 (+92.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 8% | 29% | 74% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 20% | 10% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 6% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 21% | 17% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | 7% | 16% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 14% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |