Marley Drug
Performance
HelpPortfolio Return | -5.90% | -0.93% | 5.54% |
Comparable Target-Date Fund [why this comparison?] |
13.17% Target-Date 2020 |
33.04% Target-Date 2030 |
56.68% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,075 (-19.07%) | -$33,969 (-33.97%) | -$51,141 (-51.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Class R | AGMWX | 36% | 17% | - |
Goldman Sachs High Yield Fund Class R | GSHRX | 14% | 7% | - |
MM S&P 500 Index Fund Class R3 | MMINX | 41% | 59% | 71% |
JPMorgan Small Cap Value Fund Class R2 | JSVZX | 9% | 10% | 11% |
Delaware Emerging Markets Fund Class R | DEMRX | - | 7% | 7% |
MFS Blended Research Core Equity Fund Class R2 | MUESX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |