West Corporation Employee 401(K) Retirement Plan
Performance
HelpPortfolio Return | 25.82% | 48.51% | 69.01% |
Comparable Target-Date Fund [why this comparison?] |
40.58% Target-Date 2020 |
36.81% Target-Date 2030 |
65.92% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$14,763 (-14.76%) | +$11,695 (+11.70%) | +$3,092 (+3.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Growth Opportunities Fund I Class | FAGCX | 8% | 10% | 14% |
MFS Value Fund Class I | MEIIX | 18% | 29% | 36% |
MainStay Large Cap Growth Fund Class I | MLAIX | 6% | 10% | 17% |
PIMCO High Yield Fund Institutional Class | PHIYX | 11% | 8% | - |
Scout Mid Cap Fund | UMBMX | 8% | 12% | 10% |
PIMCO Total Return Fund Class P | PTTPX | 33% | 13% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 7% | 6% | - |
American Funds New Perspective Fund Class R-6 | RNPGX | 9% | 12% | 13% |
Goldman Sachs Mid Cap Value Fund Institutional Class | GSMCX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |