HSVEST
Performance
HelpPortfolio Return | 31.34% | 46.78% | 75.19% |
Comparable Target-Date Fund [why this comparison?] |
4.08% Target-Date 2020 |
28.33% Target-Date 2030 |
55.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,261 (+27.26%) | +$18,452 (+18.45%) | +$20,193 (+20.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds Fundamental Investors Class F-1 | AFIFX | 44% | 56% | 100% |
Voya GNMA Income Fund Class A | LEXNX | 22% | 12% | - |
VY T. Rowe Price Capital Appreciation A | ITRAX | 17% | 23% | - |
PIMCO Income Fund Class R | PONRX | 17% | - | - |
VY Morgan Stanley Global Franchise Portfolio Class A | IGFAX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |