New York Power Authority
Performance
HelpPortfolio Return | 8.98% | 28.41% | 58.81% |
Comparable Target-Date Fund [why this comparison?] |
5.36% Target-Date 2020 |
-8.48% Target-Date 2030 |
46.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,621 (+3.62%) | +$36,884 (+36.88%) | +$12,615 (+12.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 17% | 6% | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 8% | 7% |
PIMCO Total Return Fund Institutional Class | PTTRX | 15% | 6% | - |
RidgeWorth Seix High Yield Fund Class Institutional | SAMHX | 9% | 7% | - |
T. Rowe Price Balanced Fund | RPBAX | 8% | 8% | - |
T. Rowe Price Equity Income Fund | PRFDX | 10% | 11% | 11% |
T. Rowe Price Growth Stock Fund | PRGFX | 6% | 7% | 10% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 8% | 8% | 6% |
T. Rowe Price New America Growth Fund | PRWAX | 7% | 7% | 7% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 11% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | - | 21% | 59% |
Total Portfolio | 100% | 100% | 100% |