NRAD Medical Associates, P.C.
Performance
HelpPortfolio Return | 98.70% | 157.20% | 241.37% |
Comparable Target-Date Fund [why this comparison?] |
57.18% Target-Date 2020 |
103.71% Target-Date 2030 |
157.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$41,516 (+41.52%) | +$53,495 (+53.50%) | +$83,580 (+83.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 8% | 10% | 8% |
Dreyfus Bond Market Index Fund Class I | DBIRX | 15% | 1% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 21% | 24% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 11% | - |
Janus Overseas Fund Class I | JIGFX | 11% | 11% | - |
Fidelity 500 Index | FXAIX | 25% | 43% | 68% |
Fidelity Extended Market Index | FSMAX | - | - | 9% |
Oakmark International Fund Class I | OAKIX | - | - | 7% |
T. Rowe Price Small-Cap Value Fund | PRSVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |