Dalsin
Performance
HelpPortfolio Return | 18.32% | 27.91% | 49.71% |
Comparable Target-Date Fund [why this comparison?] |
26.58% Target-Date 2020 |
50.24% Target-Date 2030 |
77.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,262 (-8.26%) | -$22,332 (-22.33%) | -$28,089 (-28.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 22% | 23% | - |
Delaware Value Fund Class A | DDVAX | 19% | 31% | 32% |
Eaton Vance Income Fund of Boston Class A | EVIBX | 6% | 5% | - |
Prudential Jennison Growth Fund Class A | PJFAX | 14% | 15% | 29% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 28% | 4% | - |
American Beacon International Equity Fund Class A | AIEAX | 11% | 12% | 9% |
The Hartford Growth Opportunities Fund Class A | HGOAX | - | 10% | 11% |
Columbia Mid Cap Value Fund Class A | CMUAX | - | - | 12% |
Franklin Small Cap Value Fund Class A | FRVLX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |