Marmon Employees' Retirement Plan
Performance
HelpPortfolio Return | 45.70% | 82.63% | 133.16% |
Comparable Target-Date Fund [why this comparison?] |
35.53% Target-Date 2020 |
74.28% Target-Date 2030 |
118.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,174 (+10.17%) | +$8,352 (+8.35%) | +$14,905 (+14.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-5 | RGAFX | 14% | 22% | 27% |
Aberdeen Emerging Markets Fund Institutional Class | ABEMX | 9% | 8% | - |
Dodge & Cox Stock Fund | DODGX | 22% | 31% | 34% |
PIMCO Total Return Fund Class A | PTTAX | 41% | 18% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 14% | 21% | 27% |
Vanguard Extended Market Index Fund Investor Shares | VEXMX | - | - | 5% |
JPMorgan Small Cap Equity Fund Class A | VSEAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |