TB
Performance
HelpPortfolio Return | 4.68% | 23.31% | 48.12% |
Comparable Target-Date Fund [why this comparison?] |
13.34% Target-Date 2020 |
41.33% Target-Date 2030 |
73.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,659 (-8.66%) | -$18,013 (-18.01%) | -$24,905 (-24.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Disciplined Growth Fund Class R | ADRRX | 4% | 5% | 4% |
Goldman Sachs Small Cap Equity Insights Fund Class R | GDSRX | 7% | 9% | 14% |
PIMCO Total Return Fund Class R | PTRRX | 19% | 7% | - |
T. Rowe Price Equity Index 500 Fund | PREIX | 21% | 36% | 60% |
Thornburg Limited Term U.S. Government Fund Class R3 | LTURX | 17% | 9% | - |
AllianzGI High Yield Bond Fund Class R | AYBRX | 9% | 7% | - |
Lord Abbett International Dividend Income Fund Class R2 | LIDRX | 14% | 14% | 11% |
Columbia Contrarian Core Fund Class R | CCCRX | 9% | 13% | 11% |
Total Portfolio | 100% | 100% | 100% |