MGCF
Performance
HelpPortfolio Return | -5.52% | -5.53% | -1.54% |
Comparable Target-Date Fund [why this comparison?] |
-10.37% Target-Date 2020 |
0.89% Target-Date 2030 |
13.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,854 (+4.85%) | -$6,421 (-6.42%) | -$15,488 (-15.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Growth And Income Fund Class T | JAGIX | 19% | 29% | 49% |
American Funds The Bond Fund of America Class F-1 | BFAFX | 15% | - | - |
American Funds U.S. Government Securities Fund Class F-1 | UGSFX | 20% | 18% | - |
BlackRock Basic Value Fund Investor A Shares | MDBAX | 7% | 7% | 10% |
Lazard International Strategic Equity Portfolio Open Shares | LISOX | 15% | 14% | - |
T. Rowe Price New America Growth Fund | PRWAX | 18% | 25% | 31% |
Frost Total Return Bond Fund Investor Class Shares | FATRX | 6% | - | - |
Madison Mid Cap Fund Class Y | GTSGX | - | 7% | 10% |
Total Portfolio | 100% | 100% | 100% |