Sanju's Plan
Performance
HelpPortfolio Return | 12.65% | 33.31% | 59.03% |
Comparable Target-Date Fund [why this comparison?] |
-7.16% Target-Date 2020 |
11.27% Target-Date 2030 |
30.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,810 (+19.81%) | +$22,039 (+22.04%) | +$28,595 (+28.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Driehaus Emerging Markets Growth Fund | DREGX | 6% | 7% | 7% |
Fidelity Total Market Index | FSKAX | 30% | 57% | 88% |
Fidelity U.S. Bond Index | FXNAX | 14% | - | - |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 18% | 12% | - |
American Funds 2015 Target Date Retirement Fund Class R-6 | RFJTX | 18% | 14% | - |
American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | 14% | 10% | - |
AMG Managers Skyline Special Equities Fund Class S | SKSEX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |