Equity
Performance
HelpPortfolio Return | 30.20% | 46.72% | 82.24% |
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) |
+$1,451 (+1.45%) | -$16,346 (-16.35%) | -$19,674 (-19.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-3 | RLBCX | 25% | 48% | - |
Columbia Global Technology Growth Fund Class A | CTCAX | 10% | 10% | 14% |
Loomis Sayles Bond Fund Admin Class | LBFAX | 11% | - | - |
Aberdeen Emerging Markets Fund Class A | GEGAX | 6% | 5% | - |
PIMCO Total Return Fund Class R | PTRRX | 22% | - | - |
Columbia Global Equity Value Fund Class A | IEVAX | 26% | 20% | 33% |
Franklin Growth Series Class R | FGSRX | - | 10% | 30% |
Transamerica Small/Mid Cap Value Fund Class A | IIVAX | - | 7% | 13% |
MFS Massachusetts Investors Growth Stock Fund Class R2 | MIRGX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |