Bank of Tokyo - HSA
Performance
HelpPortfolio Return | -12.90% | 41.24% | 97.11% |
Comparable Target-Date Fund [why this comparison?] |
14.33% Target-Date 2020 |
42.92% Target-Date 2030 |
75.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,232 (-27.23%) | -$1,680 (-1.68%) | +$21,989 (+21.99%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 41% | 39% | - |
Dodge & Cox International Stock Fund | DODFX | 8% | 8% | 11% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 26% | 5% | - |
Schwab Fundamental US Large Company Index Fund | SFLNX | 16% | 28% | 49% |
JPMorgan Large Cap Growth Fund Select Class | SEEGX | 9% | 14% | 24% |
Victory Diversified Stock Fund Class A | SRVEX | - | 6% | 16% |
Total Portfolio | 100% | 100% | 100% |