General Vision Services
Performance
HelpPortfolio Return | 25.49% | 56.02% | 100.83% |
Comparable Target-Date Fund [why this comparison?] |
8.35% Target-Date 2020 |
34.88% Target-Date 2030 |
64.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,146 (+17.15%) | +$21,144 (+21.14%) | +$36,254 (+36.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 25% | 41% | 64% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 27% | 15% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | 8% | 10% | 12% |
DFA Inflation-Protected Securities Portfolio Institutional Class | DIPSX | 7% | - | - |
American Funds AMCAP Fund Class R-6 | RAFGX | 8% | 11% | 6% |
American Funds New Perspective Fund Class R-6 | RNPGX | 13% | 14% | 11% |
Prudential High-Yield Fund Class Q | PHYQX | 12% | 9% | - |
American Funds Fundamental Investors Class R-6 | RFNGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |