Radiology Associates Llc Profit Sh Pl And Tr
Performance
HelpPortfolio Return | 2.35% | 39.10% | 135.65% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
73.94% Target-Date 2030 |
117.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$33,607 (-33.61%) | -$34,837 (-34.84%) | +$18,629 (+18.63%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 89% | 8% | - |
Fidelity Balanced Fund | FBALX | 11% | 26% | - |
Vanguard 500 Index Fund Investor Class | VFINX | - | 23% | 80% |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | - | 37% | - |
Fidelity Advisor Small Cap Fund I Class | FSCIX | - | 6% | 20% |
Total Portfolio | 100% | 100% | 100% |