Aspire Employees' Retirement Plan
Performance
HelpPortfolio Return | 27.49% | 57.99% | 72.40% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$29 (-0.03%) | -$3,073 (-3.07%) | -$26,535 (-26.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Perkins Mid Cap Value Fund Class T | JMCVX | 8% | 15% | 31% |
American Funds AMCAP Fund Class R-4 | RAFEX | 30% | 48% | 62% |
American Funds American High-Income Trust Class R-4 | RITEX | 11% | 6% | - |
Leuthold Core Investment Fund Retail Class | LCORX | 15% | 15% | - |
PIMCO Total Return Fund Class A | PTTAX | 20% | - | - |
Templeton World Fund Class A | TEMWX | 16% | 16% | - |
Columbia Small Cap Growth I Fund Class Z | CMSCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |