Brillient Corporation
Performance
HelpPortfolio Return | 3.77% | -23.80% | -33.85% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$22,527 (-22.53%) | -$95,873 (-95.87%) | -$128,941 (-128.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-1 | RGAAX | 15% | 14% | - |
Wells Fargo Adjustable Rate Government Fund - Class A | ESAAX | 2% | 11% | - |
Franklin Income Series Class R | FISRX | 18% | 13% | - |
Oppenheimer Main Street Select Fund Class R | OMSNX | 17% | 21% | 48% |
PIMCO Low Duration Fund Class R | PLDRX | 27% | - | - |
Putnam International Capital Opportunities Fund Class R | PICRX | 12% | 9% | - |
Wells Fargo International Equity Fund - Class A | WFEAX | 9% | 8% | 10% |
Calvert Equity Portfolio Class A | CSIEX | - | 6% | - |
Goldman Sachs Technology Opportunities Fund Class A | GITAX | - | 5% | 15% |
Columbia Select Large-Cap Value Fund Class R | SLVRX | - | 13% | 18% |
Oppenheimer Value Fund Class R | CGRNX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |