Genesco
Performance
HelpPortfolio Return | 38.14% | 46.30% | 92.88% |
Comparable Target-Date Fund [why this comparison?] |
9.97% Target-Date 2020 |
36.49% Target-Date 2030 |
66.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,171 (+28.17%) | +$9,810 (+9.81%) | +$26,740 (+26.74%) |
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% |