Anne Arundel County Government DCP
Performance
HelpPortfolio Return | 49.22% | 80.81% | 137.64% |
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) |
+$20,471 (+20.47%) | +$17,739 (+17.74%) | +$35,732 (+35.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 38% | 34% | - |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 8% | 7% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 31% | 11% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 8% | 17% |
T. Rowe Price Equity Income Fund | PRFDX | 15% | 16% | 19% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 14% | 43% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | - | 5% | 8% |
T. Rowe Price Small-Cap Value Fund | PRSVX | - | 5% | 13% |
Total Portfolio | 100% | 100% | 100% |