Tomkins Companies
Performance
HelpPortfolio Return | 77.67% | 138.85% | 233.55% |
Comparable Target-Date Fund [why this comparison?] |
57.12% Target-Date 2020 |
∞% Target-Date 2030 |
158.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,548 (+20.55%) | -∞ (-∞%) | +$75,219 (+75.22%) |
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% |