The Principal Select Savings Plan For Employees
Performance
HelpPortfolio Return | 25.70% | 49.35% | 74.03% |
Comparable Target-Date Fund [why this comparison?] |
10.18% Target-Date 2020 |
36.72% Target-Date 2030 |
66.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,526 (+15.53%) | +$12,637 (+12.64%) | +$7,677 (+7.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Oppenheimer Developing Markets Fund Class A | ODMAX | 9% | 8% | 7% |
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 37% | 55% | 75% |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | 8% | 8% | 11% |
Goldman Sachs Strategic Income Fund Class A Shares | GSZAX | 19% | 16% | - |
Principal Bond Market Index Fund R-5 Class | PBIQX | 27% | 7% | - |
Principal SmallCap Growth Fund I R-5 Class | PPNPX | - | 6% | 7% |
Total Portfolio | 100% | 100% | 100% |