Cna Savings And Capital Accumulation Plan
Performance
HelpPortfolio Return | 51.76% | 83.16% | 122.78% |
Comparable Target-Date Fund [why this comparison?] |
29.55% Target-Date 2020 |
64.58% Target-Date 2030 |
104.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,214 (+22.21%) | +$18,575 (+18.58%) | +$18,069 (+18.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard International Growth Fund Admiral Shares | VWILX | 11% | 15% | 15% |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 29% | 55% | 85% |
PIMCO All Asset Fund Institutional Class | PAAIX | 60% | 30% | - |
Total Portfolio | 100% | 100% | 100% |