Multco Deferred
Performance
HelpPortfolio Return | 39.00% | 74.54% | 135.96% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,995 (+11.99%) | +$14,229 (+14.23%) | +$38,062 (+38.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 18% | 30% | 59% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 11% | - | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 6% | 9% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 26% | 18% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 11% | 15% | 14% |
AMG Yacktman Focused Fund Class S | YAFFX | 28% | 19% | - |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | 9% | 16% |
Total Portfolio | 100% | 100% | 100% |