woodforest national bank
Performance
HelpPortfolio Return | 41.73% | 72.45% | 98.05% |
Comparable Target-Date Fund [why this comparison?] |
12.78% Target-Date 2020 |
40.50% Target-Date 2030 |
71.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,945 (+28.94%) | +$31,956 (+31.96%) | +$26,413 (+26.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Bond Fund of America Class A | ABNDX | 6% | - | - |
American Funds Investment Company of America Class A | AIVSX | 17% | 33% | 32% |
American Funds Washington Mutual Investors Fund Class A | AWSHX | 9% | 24% | 68% |
Franklin U.S. Government Securities Series Class A | FKUSX | 14% | - | - |
American Funds Balanced Portfolio Class A | BLPAX | 54% | 43% | - |
Total Portfolio | 100% | 100% | 100% |