Honeywell Savings And Ownership Plan
Performance
HelpPortfolio Return | 59.93% | 92.16% | 137.13% |
Comparable Target-Date Fund [why this comparison?] |
31.01% Target-Date 2020 |
66.94% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,918 (+28.92%) | +$25,218 (+25.22%) | +$29,092 (+29.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | VFICX | 21% | 12% | - |
Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | 10% | - | - |
BlackRock Emerging Markets Fund Institutional Shares | MADCX | 9% | 9% | 8% |
BlackRock Small Cap Index Fund Institutional Shares | MASKX | 8% | 11% | 16% |
Northern Stock Index Fund | NOSIX | 27% | 50% | 76% |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 25% | 18% | - |
Total Portfolio | 100% | 100% | 100% |