Deval LLC
Performance
HelpPortfolio Return | -7.41% | 9.42% | 60.56% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$38,229 (-38.23%) | -$57,171 (-57.17%) | -$47,045 (-47.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2050 Fund Class A | FFFLX | 33% | 38% | 19% |
BlackRock Capital Appreciation Fund Investor A Shares | MDFGX | 7% | 10% | 14% |
Lord Abbett Fundamental Equity Fund Class A | LDFVX | 14% | 24% | 49% |
Lord Abbett Short Duration Income Fund Class A | LALDX | 11% | 7% | - |
Lord Abbett Total Return Fund Class A | LTRAX | 27% | 9% | - |
Putnam International Capital Opportunities Fund Class A | PNVAX | 8% | 5% | - |
Lord Abbett Growth Opportunities Fund Class A | LMGAX | - | 7% | 18% |
Total Portfolio | 100% | 100% | 100% |