401(K) Tax Advantage Plan Of The Capital Group Companies, Inc.
Performance
HelpPortfolio Return | 61.39% | 107.02% | 149.18% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,797 (+31.80%) | +$42,747 (+42.75%) | +$45,890 (+45.89%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds Global Balanced Fund Class R-6 | RGBGX | 25% | 21% | - |
American Funds U.S. Government Securities Fund Class R-6 | RGVGX | 7% | - | - |
American Funds Investment Company of America Class R-6 | RICGX | 13% | 10% | - |
American Funds American Balanced Fund Class R-6 | RLBGX | 15% | 11% | - |
American Funds SMALLCAP World Fund Class R-6 | RLLGX | 9% | 8% | - |
American Funds Mortgage Fund Class R-6 | RMAGX | 9% | - | - |
American Funds American Mutual Fund Class R-6 | RMFGX | 10% | 19% | - |
American Funds Balanced Portfolio Class R-6 | RBAGX | 12% | - | - |
American Funds AMCAP Fund Class R-6 | RAFGX | - | 7% | 5% |
American Funds Fundamental Investors Class R-6 | RFNGX | - | 9% | 35% |
American Funds The Growth Fund of America Class R-6 | RGAGX | - | 7% | 9% |
American Funds Washington Mutual Investors Fund Class R-6 | RWMGX | - | 8% | 51% |
Total Portfolio | 100% | 100% | 100% |