Marley Drug
Performance
HelpPortfolio Return | -2.74% | 7.27% | 20.08% |
Comparable Target-Date Fund [why this comparison?] |
14.02% Target-Date 2020 |
42.86% Target-Date 2030 |
75.98% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,757 (-16.76%) | -$35,591 (-35.59%) | -$55,903 (-55.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Class R | AGMWX | 36% | 17% | - |
Goldman Sachs High Yield Fund Class R | GSHRX | 14% | 7% | - |
MM S&P 500 Index Fund Class R3 | MMINX | 41% | 59% | 71% |
JPMorgan Small Cap Value Fund Class R2 | JSVZX | 9% | 10% | 11% |
Delaware Emerging Markets Fund Class R | DEMRX | - | 7% | 7% |
MFS Blended Research Core Equity Fund Class R2 | MUESX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |