Genesco
Performance
HelpPortfolio Return | 40.18% | 48.53% | 95.97% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.98% Target-Date 2030 |
68.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,351 (+29.35%) | +$10,552 (+10.55%) | +$27,419 (+27.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-5 | RERFX | 53% | 26% | - |
American Funds The Growth Fund of America Class R-5 | RGAFX | 16% | 24% | 19% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 16% | 10% | - |
Parnassus Core Equity Fund - Institutional Shares | PRILX | 15% | 28% | 6% |
JPMorgan Value Advantage Fund Institutional Class Shares | JVAIX | - | 12% | 10% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | - | 55% |
Columbia Small Cap Value Fund II Class Z | NSVAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |