WD
Performance
HelpPortfolio Return | 9.32% | 18.13% | 30.77% |
Comparable Target-Date Fund [why this comparison?] |
-9.63% Target-Date 2020 |
9.01% Target-Date 2030 |
29.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,944 (+18.94%) | +$9,126 (+9.13%) | +$1,611 (+1.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 31% | 26% | - |
Fidelity Advisor Freedom 2050 Fund Class I | FFFPX | 16% | 31% | - |
Federated Total Return Bond Fund Institutional Shares | FTRBX | 15% | - | - |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 7% | - | - |
Prudential Jennison Growth Fund Class Z | PJFZX | 11% | 15% | 27% |
Transamerica International Equity I | TSWIX | 7% | - | 10% |
MFS Value Fund Class R6 | MEIKX | 13% | 22% | 48% |
Franklin Small Cap Growth Fund Class R6 | FSMLX | - | 6% | 15% |
Total Portfolio | 100% | 100% | 100% |