Manufacturing Technology, Inc. Deferred Compensation Plan And Trust
Performance
HelpPortfolio Return | 33.88% | 59.43% | 57.25% |
Comparable Target-Date Fund [why this comparison?] |
15.08% Target-Date 2020 |
43.97% Target-Date 2030 |
76.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,794 (+18.79%) | +$15,459 (+15.46%) | -$19,060 (-19.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Balanced Fund Class T | JABAX | 30% | 44% | - |
Columbia Small Cap Value Fund II Class A | COVAX | 6% | 7% | 10% |
JPMorgan SmartRetirement Income Fund Class Select Shares | JSRSX | 17% | - | - |
Oppenheimer Global Fund Class A | OPPAX | 7% | 7% | 20% |
PIMCO Total Return Fund Administrative Class | PTRAX | 17% | - | - |
JPMorgan Equity Income Fund Select Class | HLIEX | 5% | 10% | 28% |
JPMorgan SmartRetirement 2050 Fund Class Select Shares | JTSSX | 18% | 22% | - |
MFS Massachusetts Investors Growth Stock Fund Class R3 | MIGHX | - | 10% | 42% |
Total Portfolio | 100% | 100% | 100% |