Rebalanced
Performance
HelpPortfolio Return | 24.02% | 47.08% | 67.17% |
Comparable Target-Date Fund [why this comparison?] |
11.92% Target-Date 2020 |
40.64% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,107 (+12.11%) | +$6,443 (+6.44%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Goldman Sachs Government Income Fund Class A Shares | GSGOX | 25% | 8% | - |
MFS Moderate Allocation Fund Class R3 | MAMHX | 11% | - | - |
Oakmark Equity And Income Fund Class I | OAKBX | 27% | 26% | 5% |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | 20% | 32% | 55% |
Transamerica International Equity I | TSWIX | 14% | 12% | 15% |
Wells Fargo Core Bond Fund - Class R4 | MBFRX | 3% | - | - |
AB Discovery Value Fund Advisor Class | ABYSX | - | 6% | 25% |
MFS Growth Allocation Fund Class R3 | MAGEX | - | 16% | - |
Total Portfolio | 100% | 100% | 100% |