National Arbor Day Foundation
Performance
HelpPortfolio Return | 17.53% | 52.04% | 60.75% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$11,214 (-11.21%) | -$11,033 (-11.03%) | -$41,161 (-41.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Flexible Bond Fund Class T | JAFIX | 3% | - | - |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 31% | 11% | - |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | 11% | 21% | 47% |
Alger Green Fund Class I | AGIFX | 10% | 14% | 32% |
American Century Investments One Choice 2020 Portfolio Investor Class | ARBVX | 12% | - | - |
American Century Investments One Choice 2030 Portfolio Investor Class | ARCVX | 33% | 11% | - |
American Century Investments One Choice 2045 Portfolio Investor Class | AROIX | - | 11% | - |
American Century Investments One Choice 2050 Portfolio Investor Class | ARFVX | - | 15% | - |
Alger Spectra Fund Class I | ASPIX | - | 7% | 16% |
American Century Investments One Choice 2055 Portfolio Investor Class | AREVX | - | 10% | - |
Columbia Acorn Fund Class Z | ACRNX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |