Magento
Performance
HelpPortfolio Return | 23.44% | 45.93% | 80.10% |
Comparable Target-Date Fund [why this comparison?] |
12.34% Target-Date 2020 |
40.50% Target-Date 2030 |
72.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,095 (+11.09%) | +$5,436 (+5.44%) | +$7,681 (+7.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Balanced Fund | DODBX | 20% | 22% | - |
Dodge & Cox Stock Fund | DODGX | 10% | 12% | 26% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 18% | 21% | 30% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 38% | 16% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 6% | - | - |
BlackRock International Index Fund Class K Shares | BTMKX | 8% | - | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 12% |
American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | - | 22% | 26% |
Vanguard Financials Index Fund Admiral Shares | VFAIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |