Accountable Healthcare Staffing
Performance
HelpPortfolio Return | 0.30% | -1.02% | -14.57% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$28,448 (-28.45%) | -$64,093 (-64.09%) | -$116,478 (-116.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments One Choice 2035 Portfolio Institutional Class | ARLIX | 39% | 26% | - |
American Century Investments One Choice 2025 Portfolio Institutional Class | ARWFX | 15% | - | - |
Franklin Small Cap Growth Fund Advisor Class | FSSAX | 6% | 7% | 16% |
John Hancock Bond Fund Class I | JHBIX | 11% | - | - |
Invesco S&P 500 Index Fund Class A | SPIAX | 17% | 30% | 63% |
Invesco Balanced-Risk Allocation Fund Class A | ABRZX | 10% | 7% | - |
Vanguard Prime Money Market Fund Investor Shares | VMMXX | 2% | - | - |
American Century Investments One Choice 2045 Portfolio Institutional Class | AOOIX | - | 23% | - |
John Hancock Funds Disciplined Value Fund Class I | JVLIX | - | 7% | 8% |
Delaware Emerging Markets Fund Institutional Class | DEMIX | - | - | 7% |
Vanguard Mid-Cap Value Index Fund Admiral Shares | VMVAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |