Henkel Of America Investment Plan
Performance
HelpPortfolio Return | 41.89% | 43.13% | 33.16% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,357 (+15.36%) | -$16,198 (-16.20%) | -$62,932 (-62.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 11% | 2% | - |
PIMCO High Yield Fund Institutional Class | PHIYX | 5% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 6% | 6% | - |
Fidelity 500 Index | FXAIX | 26% | 47% | 63% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 18% | 9% |
American Funds 2020 Target Date Retirement Fund Class R-5 | RECTX | 26% | 27% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 8% |
Fidelity Extended Market Index | FSMAX | - | - | 12% |
Fidelity Contrafund Fund Class K | FCNKX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |