Blackrock Retirement Savings Plan
Performance
HelpPortfolio Return | 55.14% | 82.49% | 105.29% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,805 (+27.81%) | +$21,605 (+21.60%) | +$6,401 (+6.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock LifePath 2040 Fund Investor A Shares | LPREX | 29% | 43% | 49% |
BlackRock Low Duration Bond Portfolio Class K | CLDBX | 37% | 12% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 17% | 26% | 44% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 17% | 19% | 7% |
Total Portfolio | 100% | 100% | 100% |