Harris Teeter2
Performance
HelpPortfolio Return | 15.55% | 30.99% | 45.70% |
Comparable Target-Date Fund [why this comparison?] |
2.26% Target-Date 2020 |
25.68% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,286 (+13.29%) | +$5,307 (+5.31%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Blue Chip Growth Fund | TRBCX | 11% | 18% | 27% |
T. Rowe Price Value Fund | TRVLX | 28% | 41% | 59% |
American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | 18% | 20% | 14% |
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 43% | 21% | - |
Total Portfolio | 100% | 100% | 100% |