Bayview Asset Management, Llc 401(K) Plan
Performance
HelpPortfolio Return | 20.75% | 54.61% | 131.09% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
63.07% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,515 (-8.52%) | -$8,457 (-8.46%) | +$27,582 (+27.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-4 | RGAEX | 11% | 12% | 8% |
Prudential Short-Term Corporate Bond Fund Class Z | PIFZX | 5% | - | - |
Delaware Value Fund Institutional Class | DDVIX | 13% | 14% | - |
Ivy Asset Strategy Fund Class I | IVAEX | 25% | 22% | - |
Ivy Balanced Fund Class I | IYBIX | 24% | 26% | - |
JPMorgan Government Bond Fund Class A | OGGAX | 20% | 3% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 2% | - | 11% |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | - | 19% | 40% |
Columbia Contrarian Core Fund Class R4 | CORRX | - | 4% | 8% |
Oakmark International Fund Class I | OAKIX | - | - | 8% |
John Hancock Funds Disciplined Value Fund Class R2 | JDVPX | - | - | 25% |
Total Portfolio | 100% | 100% | 100% |