Honeywell Savings And Ownership Plan
Performance
HelpPortfolio Return | 54.19% | 83.57% | 124.33% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,189 (+27.19%) | +$23,260 (+23.26%) | +$26,435 (+26.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | VFICX | 21% | 12% | - |
Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | 10% | - | - |
BlackRock Emerging Markets Fund Institutional Shares | MADCX | 9% | 9% | 8% |
BlackRock Small Cap Index Fund Institutional Shares | MASKX | 8% | 11% | 16% |
Northern Stock Index Fund | NOSIX | 27% | 50% | 76% |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 25% | 18% | - |
Total Portfolio | 100% | 100% | 100% |