CPActuaries
Performance
HelpPortfolio Return | 124.43% | 190.83% | 253.05% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.85% Target-Date 2030 |
165.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$63,007 (+63.01%) | +$80,982 (+80.98%) | +$88,025 (+88.03%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class A | ABALX | 34% | 31% | - |
American Funds The Bond Fund of America Class A | ABNDX | 22% | - | - |
American Funds The Income Fund of America Class A | AMECX | 7% | 7% | - |
American Funds Investment Company of America Class A | AIVSX | 18% | 17% | - |
American Funds SMALLCAP World Fund Class A | SMCWX | 13% | 12% | - |
American Funds Washington Mutual Investors Fund Class A | AWSHX | 6% | 19% | 68% |
American Funds AMCAP Fund Class A | AMCPX | - | 8% | 14% |
American Funds The Growth Fund of America Class A | AGTHX | - | 6% | 18% |
Total Portfolio | 100% | 100% | 100% |