General Vision Services
Performance
HelpPortfolio Return | 21.44% | 49.91% | 91.55% |
Comparable Target-Date Fund [why this comparison?] |
5.59% Target-Date 2020 |
40.47% Target-Date 2030 |
57.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,846 (+15.85%) | +$9,434 (+9.43%) | +$33,600 (+33.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 25% | 41% | 64% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 27% | 15% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | 8% | 10% | 12% |
DFA Inflation-Protected Securities Portfolio Institutional Class | DIPSX | 7% | - | - |
American Funds AMCAP Fund Class R-6 | RAFGX | 8% | 11% | 6% |
American Funds New Perspective Fund Class R-6 | RNPGX | 13% | 14% | 11% |
Prudential High-Yield Fund Class Q | PHYQX | 12% | 9% | - |
American Funds Fundamental Investors Class R-6 | RFNGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |