HENNEPIN COUNTY
Performance
HelpPortfolio Return | 80.69% | 139.82% | 266.70% |
Comparable Target-Date Fund [why this comparison?] |
68.53% Target-Date 2020 |
125.40% Target-Date 2030 |
190.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,167 (+12.17%) | +$14,424 (+14.42%) | +$76,392 (+76.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 7% | 6% | 6% |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 25% | - | - |
MFS Growth Fund Class A | MFEGX | 12% | 11% | - |
T. Rowe Price Equity Income Fund | PRFDX | 16% | 16% | 10% |
Wanger International | WSCAX | 14% | 15% | 8% |
Voya U.S. Bond Index Portfolio Class I | ILBAX | 26% | 19% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 33% | 76% |
Total Portfolio | 100% | 100% | 100% |