CPActuaries
Performance
HelpPortfolio Return | 123.69% | 190.99% | 252.71% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
110.30% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$62,269 (+62.27%) | +$80,689 (+80.69%) | +$86,056 (+86.06%) |
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% |