VANG SM GR IDX INST
Performance
HelpPortfolio Return | 64.40% | 68.72% | 83.53% |
Comparable Target-Date Fund [why this comparison?] |
14.33% Target-Date 2020 |
42.92% Target-Date 2030 |
75.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$50,074 (+50.07%) | +$25,808 (+25.81%) | +$8,415 (+8.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 100% | 54% | 7% |
AllianzGI NFJ Small-Cap Value Fund Institutional Class | PSVIX | - | 6% | 9% |
Fidelity Contrafund Fund Class K | FCNKX | - | 24% | 50% |
John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | JVMRX | - | 16% | 34% |
Total Portfolio | 100% | 100% | 100% |