BWI
Performance
HelpPortfolio Return | 49.26% | 72.85% | 93.94% |
Comparable Target-Date Fund [why this comparison?] |
51.17% Target-Date 2020 |
94.65% Target-Date 2030 |
147.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,911 (-1.91%) | -$21,802 (-21.80%) | -$53,254 (-53.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock U.S. Government Bond Portfolio Investor A Shares | CIGAX | 18% | 11% | - |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 24% | 24% | - |
BlackRock International Fund Investor A Shares | MDILX | 6% | 6% | 7% |
BlackRock Value Opportunities Fund Investor A Shares | MDSPX | 18% | 29% | 51% |
BlackRock Total Return Fund Investor A Shares | MDHQX | 15% | - | - |
BlackRock Large Cap Core Fund Investor A Shares | MDLRX | 6% | 15% | 25% |
BlackRock Large Cap Value Fund Investor A Shares | MDLVX | 13% | 15% | 17% |
Total Portfolio | 100% | 100% | 100% |