FHDA American Funds
Performance
HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American High-Income Trust Class F-2 | AHIFX | 5% | - | - |
American Funds American Balanced Fund Class F-2 | AMBFX | 12% | 11% | - |
American Funds American Mutual Fund Class F-2 | AMRFX | 13% | 20% | - |
American Funds Fundamental Investors Class F-2 | FINFX | 6% | 9% | 37% |
American Funds Global Balanced Fund Class F-2 | GBLFX | 26% | 20% | - |
American Funds The Growth Fund of America Class F-2 | GFFFX | 6% | 8% | 12% |
American Funds U.S. Government Securities Fund Class F-2 | GVTFX | 8% | - | - |
American Funds Investment Company of America Class F-2 | ICAFX | 7% | 10% | - |
American Funds Mortgage Fund Class F-2 | MFAFX | 10% | - | - |
American Funds SMALLCAP World Fund Class F-2 | SMCFX | 7% | 9% | - |
American Funds AMCAP Fund Class F-2 | AMCFX | - | 5% | - |
American Funds Washington Mutual Investors Fund Class F-2 | WMFFX | - | 8% | 51% |
Total Portfolio | 100% | 100% | 100% |