Revised Master Retirement Plan Of The Capital Group Companies, Inc.
Performance
HelpPortfolio Return | 106.34% | 178.49% | 249.22% |
Comparable Target-Date Fund [why this comparison?] |
71.95% Target-Date 2020 |
130.81% Target-Date 2030 |
197.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,390 (+34.39%) | +$47,671 (+47.67%) | +$51,584 (+51.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-5 | RGAFX | 6% | 9% | 12% |
American Funds Investment Company of America Class R-5 | RICFX | 7% | 12% | - |
American Funds American Balanced Fund Class R-5 | RLBFX | 10% | 11% | - |
American Funds American Mutual Fund Class R-5 | RMFFX | 11% | 19% | - |
American Funds SMALLCAP World Fund Class R-5 | RSLFX | 7% | 9% | - |
American Funds U.S. Government Securities Fund Class R-5 | RGVFX | 5% | - | - |
American Funds Global Balanced Fund Class R-5 | RGBFX | 25% | 21% | - |
American Funds Mortgage Fund Class R-5 | RMAFX | 8% | - | - |
American Funds Balanced Portfolio Class R-5 | RBAFX | 10% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-5 | RECTX | 11% | - | - |
American Funds Fundamental Investors Class R-5 | RFNFX | - | 10% | 36% |
American Funds Washington Mutual Investors Fund Class R-5 | RWMFX | - | 9% | 52% |
Total Portfolio | 100% | 100% | 100% |