Alliant Techsystems Inc. 401(K) Plan
Performance
HelpPortfolio Return | 72.41% | 148.00% | 544.97% |
Comparable Target-Date Fund [why this comparison?] |
14.33% Target-Date 2020 |
42.92% Target-Date 2030 |
75.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$58,081 (+58.08%) | +$105,081 (+105.08%) | +$469,851 (+469.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Dow Jones U.S. ETF | IYY | 17% | 30% | 55% |
iShares MSCI ACWI ex US ETF | ACWX | 9% | 8% | 10% |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 19% | 11% | - |
Northern Stock Index Fund | NOSIX | 14% | 24% | 35% |
Northern Bond Index Fund | NOBOX | 17% | 5% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | 6% | - |
JPMorgan SmartRetirement 2055 Fund Class R2 Shares | JFFRX | 13% | 16% | - |
Total Portfolio | 100% | 100% | 100% |