BWI
Performance
HelpPortfolio Return | 53.60% | 79.14% | 102.26% |
Comparable Target-Date Fund [why this comparison?] |
55.65% Target-Date 2020 |
102.33% Target-Date 2030 |
156.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,053 (-2.05%) | -$23,190 (-23.19%) | -$54,489 (-54.49%) |
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% |