The Home Depot Futurebuilder
Performance
HelpPortfolio Return | 32.08% | 48.21% | 60.53% |
Comparable Target-Date Fund [why this comparison?] |
34.50% Target-Date 2020 |
48.39% Target-Date 2030 |
59.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,421 (-2.42%) | -$184 (-0.18%) | +$822 (+0.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Large Cap Index Fund | 11% | 28% | 54% | |
Stable Value fund | 4% | - | - | |
Bond Fund | 25% | 10% | - | |
Balanced Fund | 14% | 19% | - | |
Dodge & Cox International Stock Fund | DODFX | 12% | 11% | 7% |
Dodge & Cox Stock Fund | DODGX | 8% | 8% | 12% |
Large Cap Growth Fund | 9% | 10% | 14% | |
BlackRock LifePath Index 2025 Fund Institutional Shares | LIBIX | 17% | 8% | - |
Small-Mid Cap Index fund | - | 6% | 13% | |
Total Portfolio | 100% | 100% | 100% |