Silicon Valley Leadership Group
Performance
HelpPortfolio Return | 22.23% | 33.54% | -12.26% |
Comparable Target-Date Fund [why this comparison?] |
12.86% Target-Date 2020 |
28.56% Target-Date 2030 |
49.53% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,371 (+9.37%) | +$4,989 (+4.99%) | -$61,789 (-61.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | 4% | 12% | 24% |
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 20% | - | - |
PIMCO GNMA Fund Institutional Class | PDMIX | 23% | 19% | - |
PIMCO Income Fund Institutional Class | PIMIX | 7% | - | - |
Fidelity Small Cap Index | FSSNX | 8% | 11% | 16% |
Fidelity 500 Index | FXAIX | 15% | 31% | 52% |
Columbia Large Cap Growth Fund Class R5 | CLWFX | 5% | 3% | - |
Fidelity Freedom 2060 Fund | FDKVX | 18% | 19% | - |
Columbia Emerging Markets Fund Class R4 Shares | CEMHX | - | 5% | 8% |
Total Portfolio | 100% | 100% | 100% |