Catamaran Corporation
Performance
HelpPortfolio Return | 34.92% | 62.94% | 95.73% |
Comparable Target-Date Fund [why this comparison?] |
36.51% Target-Date 2020 |
74.93% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,582 (-1.58%) | -$11,991 (-11.99%) | -$22,855 (-22.86%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Charter Fund R5 Class | CHTVX | 16% | 24% | 39% |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 23% | 19% | - |
Ivy Science and Technology Fund Class I | ISTIX | 10% | 10% | 11% |
JPMorgan Government Bond Fund Class A | OGGAX | 2% | - | - |
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 14% | 3% | - |
PIMCO Total Return Fund Class A | PTTAX | 12% | - | - |
Invesco Equity and Income Fund Class Y | ACETX | 23% | 31% | - |
Franklin Growth Series Class A | FKGRX | - | 13% | 26% |
AB Discovery Value Fund Class A | ABASX | - | - | 13% |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |