Courtney
Performance
HelpPortfolio Return | -11.67% | -5.21% | -8.17% |
Comparable Target-Date Fund [why this comparison?] |
-8.75% Target-Date 2020 |
9.11% Target-Date 2030 |
28.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,921 (-2.92%) | -$14,319 (-14.32%) | -$36,302 (-36.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds 2025 Target Date Retirement Fund Class A | AADTX | 7% | 6% | - |
American Beacon Mid Cap Value Fund Investor Class | AMPAX | 10% | 14% | 21% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 35% | 10% | - |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | 10% | 16% | 44% |
American Funds 2055 Target Date Retirement Fund Class R-4 | RDJTX | 21% | 30% | 15% |
American Funds 2060 Target Date Retirement Fund Class R-4 | RDKTX | 17% | 24% | 14% |
Nuveen Small Cap Value Fund Class I | FSCCX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |