Everifile
Performance
HelpPortfolio Return | 33.04% | 77.18% | 149.10% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,514 (+5.51%) | +$15,853 (+15.85%) | +$49,391 (+49.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | 20% | 25% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | 6% | 25% | 58% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 19% | - | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 24% | 38% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 1% | 2% | 7% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 30% | 10% | - |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | - | - | 7% |
DFA U.S. Vector Equity Portfolio Institutional Class | DFVEX | - | - | 21% |
JPMorgan Large Cap Growth Fund Class R5 | JLGRX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |