Morgan Stanley - Rand
Performance
HelpPortfolio Return | 21.13% | 24.50% | 26.86% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
69.74% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,127 (+21.13%) | -$45,234 (-45.23%) | -∞ (-∞%) |
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% |