Multco Deferred
Performance
HelpPortfolio Return | 39.40% | 74.84% | 135.79% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,628 (+12.63%) | +$15,250 (+15.25%) | +$39,443 (+39.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 18% | 30% | 59% |
Vanguard Intermediate-Term Bond Index Fund Admiral Shares | VBILX | 11% | - | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 6% | 9% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 26% | 18% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 11% | 15% | 14% |
AMG Yacktman Focused Fund Class S | YAFFX | 28% | 19% | - |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | 9% | 16% |
Total Portfolio | 100% | 100% | 100% |