Rebalanced
Performance
HelpPortfolio Return | 24.07% | 46.76% | 66.28% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,072 (+24.07%) | +$46,761 (+46.76%) | +$66,282 (+66.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Goldman Sachs Government Income Fund Class A Shares | GSGOX | 25% | 8% | - |
MFS Moderate Allocation Fund Class R3 | MAMHX | 11% | - | - |
Oakmark Equity And Income Fund Class I | OAKBX | 27% | 26% | 5% |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | 20% | 32% | 55% |
Transamerica International Equity I | TSWIX | 14% | 12% | 15% |
Wells Fargo Core Bond Fund - Class R4 | MBFRX | 3% | - | - |
AB Discovery Value Fund Advisor Class | ABYSX | - | 6% | 25% |
MFS Growth Allocation Fund Class R3 | MAGEX | - | 16% | - |
Total Portfolio | 100% | 100% | 100% |