redpoint2
Performance
HelpPortfolio Return | 24.71% | 34.19% | 41.57% |
Comparable Target-Date Fund [why this comparison?] |
5.79% Target-Date 2020 |
30.82% Target-Date 2030 |
58.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,918 (+18.92%) | +$3,371 (+3.37%) | -$17,181 (-17.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 15% | 13% | 27% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 21% | - | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 9% | 17% | 41% |
American Funds 2015 Target Date Retirement Fund Class R-4 | RDBTX | 5% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | 7% | 13% | - |
American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | 16% | 19% | - |
American Funds 2030 Target Date Retirement Fund Class R-4 | RDETX | 13% | - | - |
American Funds 2050 Target Date Retirement Fund Class R-4 | RDITX | 14% | 13% | 9% |
American Beacon Mid Cap Value Fund Class A | ABMAX | - | 7% | 12% |
American Funds 2045 Target Date Retirement Fund Class R-4 | RDHTX | - | 8% | - |
American Funds 2055 Target Date Retirement Fund Class R-4 | RDJTX | - | 10% | 7% |
American Funds 2060 Target Date Retirement Fund Class R-4 | RDKTX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |