Trader Joe's Company Retirement Plan
Performance
HelpPortfolio Return | 53.86% | 89.07% | 138.20% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,110 (+25.11%) | +$26,003 (+26.00%) | +$36,287 (+36.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 16% | 16% | - |
American Funds SMALLCAP World Fund Class R-4 | RSLEX | 8% | 7% | - |
American Funds U.S. Government Securities Fund Class R-4 | RGVEX | 15% | 12% | - |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 8% | 6% | - |
American Funds Invmt Co of Amer R4 | RICEX | 11% | 9% | - |
AllianzGI NFJ Small-Cap Value Fund Class A | PCVAX | 6% | 9% | 16% |
BlackRock U.S. Total Bond Index Fund Investor A Shares | BMOAX | 18% | - | - |
BlackRock S&P 500 Index Fund Investor A Shares | BSPAX | 18% | 34% | 67% |
American Funds The Growth Fund of America Class R-4 | RGAEX | - | 7% | 17% |
Total Portfolio | 100% | 100% | 100% |