PPMS, LLC
Performance
HelpPortfolio Return | 104.58% | 198.93% | 144.18% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
64.00% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$75,317 (+75.32%) | +$134,927 (+134.93%) | +$40,670 (+40.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 31% | 34% | - |
Ivy Mid Cap Growth Fund Class R | WMGRX | 7% | 13% | 21% |
MFS Value Fund Class R2 | MVRRX | 11% | 18% | 28% |
Oppenheimer Developing Markets Fund Class R | ODVNX | 7% | 7% | 9% |
Oppenheimer Rising Dividends Fund Class R | ONRDX | 4% | 10% | 21% |
PIMCO Total Return Fund Class R | PTRRX | 16% | - | - |
Thornburg Limited Term U.S. Government Fund Class R3 | LTURX | 13% | 6% | - |
Nuveen Large-Cap Value Fund Class R3 | NMMTX | 11% | 12% | 15% |
Ivy Small Cap Growth Fund Class R | WSGRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |