American Funds SIMPLE
Performance
HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class A | ABALX | 14% | 30% | - |
American Funds American High-Income Trust Class A | AHITX | 8% | - | - |
American Funds American Mutual Fund Class A | AMRMX | 15% | 21% | - |
American Funds The Growth Fund of America Class A | AGTHX | 7% | 4% | 15% |
American Funds Investment Company of America Class A | AIVSX | 9% | 10% | - |
American Funds SMALLCAP World Fund Class A | SMCWX | 9% | 13% | - |
American Funds U.S. Government Securities Fund Class A | AMUSX | 9% | - | - |
American Funds International Growth and Income Fund Class A | IGAAX | 6% | - | - |
American Funds Mortgage Fund Class A | MFAAX | 11% | - | - |
American Funds Balanced Portfolio Class A | BLPAX | 12% | - | - |
American Funds AMCAP Fund Class A | AMCPX | - | 3% | 10% |
American Funds Washington Mutual Investors Fund Class A | AWSHX | - | 8% | 66% |
American Funds Growth Portfolio Class A | GWPAX | - | 11% | 9% |
Total Portfolio | 100% | 100% | 100% |