Wipro Limited 401(K) Plan
Performance
HelpPortfolio Return | 42.79% | 72.29% | 121.35% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.32% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,199 (+13.20%) | +$7,974 (+7.97%) | +$17,841 (+17.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 16% | 41% | 52% |
Principal LifeTime 2020 Fund Institutional Class | PLWIX | 67% | 27% | - |
Principal LifeTime 2030 Fund Institutional Class | PMTIX | 17% | 12% | - |
JPMorgan Small Cap Value Fund Class R6 | JSVUX | - | 5% | 11% |
Principal LifeTime 2040 Fund Institutional Class | PTDIX | - | 15% | - |
Principal LargeCap Value Fund III Institutional Class | PLVIX | - | - | 8% |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | - | - | 8% |
T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | - | - | 8% |
Principal LifeTime 2060 Fund Institutional Class | PLTZX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |