Tomkins Companies
Performance
HelpPortfolio Return | 74.25% | 132.63% | 222.46% |
Comparable Target-Date Fund [why this comparison?] |
54.69% Target-Date 2020 |
99.40% Target-Date 2030 |
150.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,555 (+19.56%) | +$33,230 (+33.23%) | +$71,737 (+71.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 19% | 35% | 66% |
Dodge & Cox Balanced Fund | DODBX | 17% | 22% | - |
Harbor International Fund Institutional Class | HAINX | 11% | 14% | 7% |
PIMCO Total Return Fund Institutional Class | PTTRX | 33% | 13% | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 7% | - | - |
T. Rowe Price New America Growth Fund | PRWAX | 13% | 16% | 15% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |