HSVEST
Performance
HelpPortfolio Return | 28.53% | 43.65% | 71.16% |
Comparable Target-Date Fund [why this comparison?] |
30.29% Target-Date 2020 |
25.68% Target-Date 2030 |
49.93% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,764 (-1.76%) | +$17,969 (+17.97%) | +$21,231 (+21.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds Fundamental Investors Class F-1 | AFIFX | 44% | 56% | 100% |
Voya GNMA Income Fund Class A | LEXNX | 22% | 12% | - |
VY T. Rowe Price Capital Appreciation A | ITRAX | 17% | 23% | - |
PIMCO Income Fund Class R | PONRX | 17% | - | - |
VY Morgan Stanley Global Franchise Portfolio Class A | IGFAX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |