Taylor Companies 401(K) And Profit Sharing Plans
Performance
HelpPortfolio Return | 17.24% | 34.27% | 58.46% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.98% Target-Date 2030 |
60.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,409 (+6.41%) | -$3,706 (-3.71%) | -$1,745 (-1.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin Small Cap Growth Fund Advisor Class | FSSAX | 15% | 20% | 27% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 42% | 20% | - |
VanEck Emerging Markets Fund Class I | EMRIX | 15% | 17% | 13% |
JPMorgan Equity Income Fund Class R5 | OIERX | 28% | 43% | 60% |
Total Portfolio | 100% | 100% | 100% |