Deval LLC
Performance
HelpPortfolio Return | -9.83% | 6.05% | 55.32% |
Comparable Target-Date Fund [why this comparison?] |
26.96% Target-Date 2020 |
61.33% Target-Date 2030 |
98.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$36,784 (-36.78%) | -$55,284 (-55.28%) | -$42,838 (-42.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2050 Fund Class A | FFFLX | 33% | 38% | 19% |
BlackRock Capital Appreciation Fund Investor A Shares | MDFGX | 7% | 10% | 14% |
Lord Abbett Fundamental Equity Fund Class A | LDFVX | 14% | 24% | 49% |
Lord Abbett Short Duration Income Fund Class A | LALDX | 11% | 7% | - |
Lord Abbett Total Return Fund Class A | LTRAX | 27% | 9% | - |
Putnam International Capital Opportunities Fund Class A | PNVAX | 8% | 5% | - |
Lord Abbett Growth Opportunities Fund Class A | LMGAX | - | 7% | 18% |
Total Portfolio | 100% | 100% | 100% |