NV5
Performance
HelpPortfolio Return | 36.25% | 62.46% | 105.04% |
Comparable Target-Date Fund [why this comparison?] |
7.44% Target-Date 2020 |
34.46% Target-Date 2030 |
65.50% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,811 (+28.81%) | +$27,999 (+28.00%) | +$39,536 (+39.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 11% | 11% | 11% |
Western Asset Core Bond Fund Class I | WATFX | 21% | 12% | - |
Fidelity Small Cap Index | FSSNX | 7% | 9% | 13% |
Fidelity 500 Index | FXAIX | 33% | 55% | 70% |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 28% | 13% | - |
Columbia Global Technology Growth Fund Class R5 | CTHRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |