P&A Group Retirement
Performance
HelpPortfolio Return | -23.05% | 22.30% | 70.51% |
Comparable Target-Date Fund [why this comparison?] |
16.90% Target-Date 2020 |
46.23% Target-Date 2030 |
79.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$39,951 (-39.95%) | -$23,931 (-23.93%) | -$8,649 (-8.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 4% | 10% | 17% |
American Funds New World Fund Class A | NEWFX | 10% | 11% | - |
Columbia Large Cap Index Fund Class A | NEIAX | 23% | 37% | 61% |
PIMCO GNMA Fund Class A | PAGNX | 13% | 20% | - |
American Funds 2010 Target Date Retirement Fund Class R-4 | RDATX | 16% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | 18% | - | - |
American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | 16% | - | - |
American Funds Investment Company of America Class A | AIVSX | - | 8% | - |
T. Rowe Price Small-Cap Value Fund Advisor Class | PASVX | - | 14% | - |
Columbia Small Cap Index Fund Class A | NMSAX | - | - | 11% |
Invesco Equally-Weighted S&P 500 Fund Class A | VADAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |