The Newport Group, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 2.27% | 58.84% | 148.18% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$25,251 (-25.25%) | -$2,220 (-2.22%) | +$49,247 (+49.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard International Explorer Fund Investor Shares | VINEX | 20% | 18% | 9% |
Putnam Absolute Return 700 Fund Class Y | PDMYX | 11% | - | - |
Putnam Absolute Return 300 Fund Class Y | PYTRX | 32% | 20% | - |
Fidelity 500 Index | FXAIX | 37% | 55% | 74% |
Perkins Small Cap Value Fund Class I | JSCOX | - | 7% | 8% |
The Hartford MidCap Fund Class Y | HMDYX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |