VANG SM GR IDX INST
Performance
HelpPortfolio Return | 62.91% | 67.18% | 82.01% |
Comparable Target-Date Fund [why this comparison?] |
12.95% Target-Date 2020 |
40.69% Target-Date 2030 |
71.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$49,961 (+49.96%) | +$26,485 (+26.49%) | +$10,221 (+10.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 100% | 54% | 7% |
AllianzGI NFJ Small-Cap Value Fund Institutional Class | PSVIX | - | 6% | 9% |
Fidelity Contrafund Fund Class K | FCNKX | - | 24% | 50% |
John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | JVMRX | - | 16% | 34% |
Total Portfolio | 100% | 100% | 100% |