HENNEPIN COUNTY
Performance
HelpPortfolio Return | 84.93% | 145.89% | 274.99% |
Comparable Target-Date Fund [why this comparison?] |
71.95% Target-Date 2020 |
130.81% Target-Date 2030 |
197.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,983 (+12.98%) | +$15,071 (+15.07%) | +$77,354 (+77.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 7% | 6% | 6% |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 25% | - | - |
MFS Growth Fund Class A | MFEGX | 12% | 11% | - |
T. Rowe Price Equity Income Fund | PRFDX | 16% | 16% | 10% |
Wanger International | WSCAX | 14% | 15% | 8% |
Voya U.S. Bond Index Portfolio Class I | ILBAX | 26% | 19% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 33% | 76% |
Total Portfolio | 100% | 100% | 100% |