Kitsap Bank
Performance
HelpPortfolio Return | 11.28% | 41.35% | 47.04% |
Comparable Target-Date Fund [why this comparison?] |
42.81% Target-Date 2020 |
85.96% Target-Date 2030 |
135.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$31,534 (-31.53%) | -$44,601 (-44.60%) | -$88,213 (-88.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Inflation Adjusted Bond Fund Investor Class | ACITX | 8% | - | - |
MFS Conservative Allocation Fund Class R3 | MACNX | 32% | 20% | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 7% | 7% | - |
T. Rowe Price Growth Stock Fund Advisor Class | TRSAX | 10% | 16% | 27% |
T. Rowe Price Mid-Cap Value Fund Advisor Class | TAMVX | 18% | 20% | 25% |
Invesco Treasurer's Series Trust Premier Portfolio Investor Class | IMRXX | 14% | 7% | - |
Pioneer Fundamental Growth Fund Class A | PIGFX | 11% | 19% | 25% |
MFS Value Fund Class A | MEIAX | - | 11% | 23% |
Total Portfolio | 100% | 100% | 100% |