Test64646464
Performance
HelpPortfolio Return | 38.96% | 70.25% | 94.21% |
Comparable Target-Date Fund [why this comparison?] |
12.36% Target-Date 2020 |
39.64% Target-Date 2030 |
70.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,591 (+26.59%) | +$30,608 (+30.61%) | +$24,147 (+24.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 19% | 44% | 75% |
Vanguard International Explorer Fund Investor Shares | VINEX | 9% | 12% | 10% |
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 20% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 47% | 44% | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 5% | - | - |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 9% |
Eagle Small Cap Growth Fund Class R6 | HSRUX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |