woodforest national bank
Performance
HelpPortfolio Return | 42.93% | 74.51% | 100.72% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.39% Target-Date 2030 |
62.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,687 (+29.69%) | +$33,119 (+33.12%) | +$37,843 (+37.84%) |
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% |