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Performance
HelpPortfolio Return | 32.08% | 59.41% | 99.75% |
Comparable Target-Date Fund [why this comparison?] |
18.71% Target-Date 2020 |
50.31% Target-Date 2030 |
87.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,377 (+13.38%) | +$9,103 (+9.10%) | +$12,698 (+12.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Balanced Fund | DODBX | 20% | 19% | - |
Dodge & Cox Stock Fund | DODGX | 8% | 11% | 28% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 14% | 18% | 26% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 39% | 14% | - |
Schwab Target 2060 | swprx | 19% | 13% | 19% |
Schwab Target 2045 Fund | SWMRX | - | 7% | - |
Schwab Target 2050 Fund | SWNRX | - | 9% | 7% |
Schwab Target 2055 Fund | SWORX | - | 9% | 9% |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |