Nationwide Savings Plan
Performance
HelpPortfolio Return | 26.50% | 37.89% | 57.65% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,244 (-2.24%) | -$25,175 (-25.17%) | -$44,265 (-44.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dreyfus Appreciation Fund, Inc. Class Investor | DGAGX | 24% | 32% | 45% |
Federated Equity Income Fund, Inc. Class A Shares | LEIFX | 13% | 21% | 28% |
MFS Total Return Bond Fund Class A | MRBFX | 44% | 21% | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 11% | 10% | - |
Invesco Comstock Fund Class A | ACSTX | 8% | 9% | 7% |
Goldman Sachs Growth Opportunities Fund Class A | GGOAX | - | 7% | 13% |
Franklin Balance Sheet Investment Fund Class A | FRBSX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |