T Rowe JDSU 401(k)
Performance
HelpPortfolio Return | 47.40% | 81.70% | 129.08% |
Comparable Target-Date Fund [why this comparison?] |
124.37% Target-Date 2020 |
95.73% Target-Date 2030 |
149.17% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$76,966 (-76.97%) | -$14,022 (-14.02%) | -$20,096 (-20.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 32% | 13% | - |
T. Rowe Price Equity Income Fund | PRFDX | 24% | 36% | 50% |
T. Rowe Price Growth Stock Fund | PRGFX | 17% | 26% | 41% |
T. Rowe Price Media and Telecommunications Fund | PRMTX | 7% | 10% | 9% |
T. Rowe Price Spectrum Income Fund | RPSIX | 12% | 8% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 8% | 7% | - |
Total Portfolio | 100% | 100% | 100% |