State of Iowa
Performance
HelpPortfolio Return | 52.47% | 99.78% | 181.73% |
Comparable Target-Date Fund [why this comparison?] |
33.20% Target-Date 2020 |
69.79% Target-Date 2030 |
111.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,276 (+19.28%) | +$29,994 (+29.99%) | +$70,187 (+70.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 3% | 20% | 30% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 30% | 32% | 55% |
American Century Growth Fund Investor Class | TWCGX | 4% | 7% | 6% |
Goldman Sachs Government Income Fund Class A Shares | GSGOX | 30% | 14% | - |
Goldman Sachs High Yield Fund Class A | GSHAX | 11% | 7% | - |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 7% | 7% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 15% | 7% | - |
American Century Small Cap Value Fund Investor Class | ASVIX | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |