Alliant Credit Union HSA
Performance
HelpPortfolio Return | -45.13% | -8.70% | 68.38% |
Comparable Target-Date Fund [why this comparison?] |
12.55% Target-Date 2020 |
40.02% Target-Date 2030 |
70.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$57,675 (-57.68%) | -$48,726 (-48.73%) | -$2,471 (-2.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
First Eagle Overseas Fund Class A | SGOVX | 16% | 15% | - |
Ivy Asset Strategy Fund Class A | WASAX | 22% | 14% | - |
SunAmerica Focused Dividend Strategy Portfolio Class A Shares | FDSAX | 18% | 8% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 16% | 4% | 5% |
TCW Core Fixed Income Fund Class N | TGFNX | 28% | 10% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 49% | 46% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | - | 10% |
Vanguard 500 Index Fund Investor Class | VFINX | - | - | 9% |
AllianzGI Global Small-Cap Fund Class A | RGSAX | - | - | 7% |
JPMorgan Equity Index Fund Class A | OGEAX | - | - | 8% |
Franklin Mutual Global Discovery Fund Class A | TEDIX | - | - | 15% |
Total Portfolio | 100% | 100% | 100% |