Oyo Geospace Corporation Employees' 401(K) Retirement Plan
Performance
HelpPortfolio Return | 15.64% | 31.92% | 50.46% |
Comparable Target-Date Fund [why this comparison?] |
1.43% Target-Date 2020 |
33.67% Target-Date 2030 |
48.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,213 (+14.21%) | -$1,750 (-1.75%) | +$1,708 (+1.71%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard LifeStrategy Income Fund Investor Shares | VASIX | 10% | - | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 25% | 26% | - |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 9% | 10% | 12% |
Columbia Contrarian Core Fund Class Z | SMGIX | 2% | 12% | 30% |
Dodge & Cox Stock Fund | DODGX | 7% | 9% | 15% |
First Eagle Global Fund Class A | SGENX | 22% | 23% | - |
John Hancock Fundamental Large Cap Core Fund Class I | JLVIX | 7% | 9% | 13% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 18% | 4% | - |
Schwab 1000 Index Fund | SNXFX | - | 7% | 23% |
Oakmark International Fund Class I | OAKIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |