city of hartford
Performance
HelpPortfolio Return | 21.19% | 48.18% | 87.65% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
40.14% Target-Date 2030 |
70.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,491 (+8.49%) | +$8,040 (+8.04%) | +$16,875 (+16.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 8% | 25% | 49% |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 35% | 29% | - |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 9% | 9% | 13% |
Franklin U.S. Government Securities Series Class A | FKUSX | 17% | 14% | - |
Franklin Mutual Global Discovery Fund Class A | TEDIX | 15% | 11% | 14% |
PIMCO Total Return Fund Class A | PTTAX | 16% | - | - |
American Century Small Cap Value Fund Investor Class | ASVIX | - | 7% | 7% |
T. Rowe Price Growth Stock Fund Advisor Class | TRSAX | - | 5% | 10% |
Invesco Growth and Income Fund Class A | ACGIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |