Comerica Incorporated Preferred Savings Plan
Performance
HelpPortfolio Return | 25.43% | 46.10% | 83.77% |
Comparable Target-Date Fund [why this comparison?] |
14.33% Target-Date 2020 |
42.92% Target-Date 2030 |
75.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,102 (+11.10%) | +$3,188 (+3.19%) | +$8,649 (+8.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Diversified Dividend Fund R5 Class | DDFIX | 10% | 15% | 16% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 32% | 7% | - |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 7% | 6% | - |
Invesco Equity and Income Fund Class Y | ACETX | 24% | 28% | - |
William Blair Growth Fund Class I | BGFIX | 7% | 15% | 16% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 20% | 24% | 20% |
Franklin Rising Dividends Fund Advisor Class | FRDAX | - | 5% | 30% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |