Cov
Performance
HelpPortfolio Return | 47.55% | 83.77% | 97.65% |
Comparable Target-Date Fund [why this comparison?] |
57.41% Target-Date 2020 |
104.14% Target-Date 2030 |
158.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,854 (-9.85%) | -$20,374 (-20.37%) | -$60,682 (-60.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 11% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 42% | 33% | - |
American Beacon International Equity Fund Investor Class | AAIPX | 9% | 7% | 10% |
BlackRock Core Bond Portfolio Institutional Shares | BFMCX | 10% | - | - |
Columbia Balanced Fund Class Z | CBALX | 7% | 17% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 2% | 7% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 4% | - | - |
Fidelity 500 Index | FXAIX | 15% | 19% | 61% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 6% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 6% | 7% |
Artisan Mid Cap Value Fund Institutional Class | APHQX | - | 5% | 10% |
Total Portfolio | 100% | 100% | 100% |