Nationwide
Performance
HelpPortfolio Return | 60.31% | 88.12% | 116.11% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,785 (+32.79%) | +$27,053 (+27.05%) | +$17,179 (+17.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Nationwide Investor Destinations Aggressive Fund Class R | GAFRX | 15% | 32% | 93% |
Nationwide Investor Destinations Conservative Fund Class R | GCFRX | 20% | - | - |
Nationwide Investor Destinations Moderately Aggressive Fund Class R | GMARX | 17% | 28% | - |
Nationwide Investor Destinations Moderate Fund Class R | GMDRX | 20% | 25% | - |
Nationwide Investor Destination Moderately Conservative Fund Class R | GMMRX | 28% | 8% | - |
Janus Global Life Sciences Fund Class T | JAGLX | - | 7% | 7% |
Total Portfolio | 100% | 100% | 100% |