Ellie Mae
Performance
HelpPortfolio Return | 30.36% | 53.60% | 96.04% |
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) |
+$22,008 (+22.01%) | +$18,726 (+18.73%) | +$31,460 (+31.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 7% | 24% | 70% |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 37% | 23% | - |
TCW Total Return Bond Fund Class I | TGLMX | 17% | 4% | - |
American Funds AMCAP Fund Class R-6 | RAFGX | 2% | 3% | 6% |
American Funds American High-Income Trust Class R-6 | RITGX | 7% | - | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 30% | 24% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 22% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 8% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 7% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |