Prudential-BTMU
Performance
HelpPortfolio Return | 91.74% | 154.04% | 259.12% |
Comparable Target-Date Fund [why this comparison?] |
60.37% Target-Date 2020 |
∞% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,376 (+31.38%) | -∞ (-∞%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 25% | 40% | 78% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | 7% | 10% | - |
Harbor International Fund Institutional Class | HAINX | 10% | 9% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 39% | 17% | - |
Templeton Foreign Fund Class Advisor | TFFAX | 12% | 11% | - |
MFS Growth Fund Class R6 | MFEKX | 7% | 7% | - |
Vanguard Small-Cap Growth Index Fund Institutional Shares | VSGIX | - | 6% | 11% |
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares | SMVTX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |