versa products inc
Performance
HelpPortfolio Return | 15.11% | 36.65% | 72.68% |
Comparable Target-Date Fund [why this comparison?] |
10.67% Target-Date 2020 |
37.82% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,447 (+4.45%) | -$1,177 (-1.18%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Oppenheimer Developing Markets Fund Class A | ODMAX | 8% | 10% | 7% |
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 39% | 55% | 75% |
Principal Bond Market Index Fund R-5 Class | PBIQX | 40% | 21% | - |
Principal International Equity Index Fund R-5 Class | PIIQX | 13% | - | - |
Principal SmallCap Growth Fund I R-5 Class | PPNPX | - | 5% | 7% |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | - | 9% | 11% |
Total Portfolio | 100% | 100% | 100% |