Manufacturing Technology, Inc. Deferred Compensation Plan And Trust
Performance
HelpPortfolio Return | 32.15% | 57.12% | 55.24% |
Comparable Target-Date Fund [why this comparison?] |
14.33% Target-Date 2020 |
42.92% Target-Date 2030 |
75.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,815 (+17.81%) | +$14,203 (+14.20%) | -$19,883 (-19.88%) |
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% |