Morgan Stanley - Rand
Performance
HelpPortfolio Return | 20.94% | 24.14% | 26.36% |
Comparable Target-Date Fund [why this comparison?] |
33.00% Target-Date 2020 |
68.98% Target-Date 2030 |
109.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,058 (-12.06%) | -$44,847 (-44.85%) | -$83,250 (-83.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Select Large Cap Growth Fund Class Retirement | URLGX | 16% | 26% | 38% |
Franklin Small Cap Growth Fund Class R | FSSRX | 6% | 6% | 6% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 37% | 17% | - |
TCW Relative Value Large Cap Fund Class Institutional | TGDIX | 23% | 35% | 47% |
Virtus Multi-Sector Short Term Bond Fund Class I | PIMSX | 9% | 7% | - |
Thornburg Developing World Fund Class I | THDIX | 9% | 9% | 9% |
Total Portfolio | 100% | 100% | 100% |