versa products inc
Performance
HelpPortfolio Return | 14.95% | 35.98% | 71.19% |
Comparable Target-Date Fund [why this comparison?] |
10.18% Target-Date 2020 |
36.72% Target-Date 2030 |
66.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,776 (+4.78%) | -$738 (-0.74%) | +$4,836 (+4.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Oppenheimer Developing Markets Fund Class A | ODMAX | 8% | 10% | 7% |
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 39% | 55% | 75% |
Principal Bond Market Index Fund R-5 Class | PBIQX | 40% | 21% | - |
Principal International Equity Index Fund R-5 Class | PIIQX | 13% | - | - |
Principal SmallCap Growth Fund I R-5 Class | PPNPX | - | 5% | 7% |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | - | 9% | 11% |
Total Portfolio | 100% | 100% | 100% |