Fremont Bank And Fremont Bancorporation Savings Pl
Performance
HelpPortfolio Return | 39.24% | 75.46% | 141.32% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
169.10% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,492 (+10.49%) | -$93,639 (-93.64%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds Investment Company of America Class R-5 | RICFX | 7% | 11% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 22% | 13% | - |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 12% | 10% | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 23% | 36% | 72% |
American Funds 2020 Target Date Retirement Fund Class R-5 | RECTX | 19% | - | - |
American Funds 2030 Target Date Retirement Fund Class R-5 | REETX | 17% | 15% | - |
JPMorgan Intrepid Growth Fund Class R5 | JGIRX | - | 6% | 13% |
Columbia Small Cap Index Fund Class R5 Shares | CXXRX | - | 9% | 15% |
Total Portfolio | 100% | 100% | 100% |