Sysmex America, Inc. Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | 67.06% | 109.28% | 118.50% |
Comparable Target-Date Fund [why this comparison?] |
48.54% Target-Date 2020 |
94.43% Target-Date 2030 |
146.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,519 (+18.52%) | +$14,855 (+14.85%) | -$28,377 (-28.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Calvert Balanced Portfolio Class A | CSIFX | 14% | 21% | - |
Principal LifeTime 2020 Fund Institutional Class | PLWIX | 51% | - | - |
Principal LifeTime 2030 Fund Institutional Class | PMTIX | 14% | - | - |
Principal LifeTime 2040 Fund Institutional Class | PTDIX | 12% | 28% | - |
Principal LifeTime 2050 Fund Institutional Class | PPLIX | 9% | 51% | 100% |
Total Portfolio | 100% | 100% | 100% |