Edward Jones & Co Prototype Profit Sharing Plan & Custodial Account
Performance
HelpPortfolio Return | 78.83% | 110.63% | 141.43% |
Comparable Target-Date Fund [why this comparison?] |
44.76% Target-Date 2020 |
88.99% Target-Date 2030 |
139.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,073 (+34.07%) | +$21,641 (+21.64%) | +$2,058 (+2.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-5 | RGAFX | 8% | 26% | 28% |
American Funds Capital Income Builder Class R-5 | RIRFX | 80% | 13% | - |
Invesco Equity and Income Fund Class Y | ACETX | 12% | 32% | - |
American Funds Investment Company of America Class R-5 | RICFX | - | 24% | 24% |
Dodge & Cox International Stock Fund | DODFX | - | 5% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 9% |
The Hartford Capital Appreciation Fund Class R5 | ITHTX | - | - | 23% |
Invesco Comstock Fund Class Y | ACSDX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |