TD Ameritrade - NTF Funds (low expenses/low minimums)
Performance
HelpPortfolio Return | 6.10% | 30.99% | 72.45% |
Comparable Target-Date Fund [why this comparison?] |
-0.95% Target-Date 2020 |
20.70% Target-Date 2030 |
44.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,053 (+7.05%) | +$10,288 (+10.29%) | +$28,286 (+28.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
GAMCO Global Opportunity Fund Class AAA | GABOX | 11% | 10% | - |
Glenmede Fund Core Fixed Income Portfolio | GTCGX | 18% | - | - |
TIAA-CREF S&P 500 Index Fund Retirement Class | TRSPX | 37% | 19% | 21% |
JPMorgan International Value Fund Class A | JFEAX | 13% | 11% | 14% |
American Funds Mortgage Fund Class F-1 | MFAEX | 21% | 18% | - |
TIAA-CREF Equity Index Fund Retirement Class | TIQRX | - | 42% | 63% |
TIAA-CREF Large-Cap Growth Index Fund Retirement Class | TRIRX | - | - | 2% |
Total Portfolio | 100% | 100% | 100% |