Schwab OneSource Mutual Funds - Morningstar Ranked 4 & 5 Star
Performance
HelpPortfolio Return | -11.44% | 20.64% | 108.20% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
∞% Target-Date 2030 |
130.86% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$51,971 (-51.97%) | -∞ (-∞%) | -$22,662 (-22.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Global Allocation Fund – Moderate Class T | JSPMX | 34% | 27% | - |
American Beacon Balanced Fund Investor Class | AABPX | 28% | 21% | - |
American Century Investments Ginnie Mae Fund Investor Class | BGNMX | 12% | - | - |
American Century Ultra Fund Investor Class | TWCUX | 20% | 15% | 9% |
Goldman Sachs Strategic Income Fund Class A Shares | GSZAX | 6% | - | - |
Commerce Value Fund | CFVLX | - | 9% | 1% |
Parnassus Core Equity Fund - Investor Shares | PRBLX | - | 9% | - |
JPMorgan U.S. Equity Fund Class A | JUEAX | - | 19% | 4% |
Schwab Total Stock Market Index Fund | SWTSX | - | - | 38% |
Schwab Fundamental US Large Company Index Fund | SFLNX | - | - | 25% |
TIAA-CREF Social Choice Equity Fund Retail Class | TICRX | - | - | 7% |
TIAA-CREF Equity Index Fund Retail Class | TINRX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |