plan1
Performance
HelpPortfolio Return | -12.29% | -16.86% | -45.99% |
Comparable Target-Date Fund [why this comparison?] |
4.49% Target-Date 2020 |
29.06% Target-Date 2030 |
56.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,786 (-16.79%) | -$45,917 (-45.92%) | -$102,103 (-102.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Harding Loevner International Equity Portfolio Institutional Class | HLMIX | 24% | 41% | 47% |
T. Rowe Price Retirement 2005 Fund | TRRFX | 9% | - | - |
T. Rowe Price Retirement 2015 Fund | TRRGX | 10% | - | - |
T. Rowe Price Retirement 2010 Fund | TRRAX | 16% | - | - |
T. Rowe Price Retirement 2020 Fund | TRRBX | 9% | 14% | - |
T. Rowe Price Retirement 2040 Fund | TRRDX | 8% | 13% | 6% |
T. Rowe Price Retirement 2050 Fund | TRRMX | 7% | 13% | 10% |
Brookfield Global Listed Real Estate Fund Class I | BLRIX | 9% | 19% | 37% |
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 8% | - | - |
Total Portfolio | 100% | 100% | 100% |