Izotope Inc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 35.66% | 71.36% | 130.67% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,070 (+6.07%) | +$7,093 (+7.09%) | +$27,379 (+27.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 12% | 24% | 40% |
Vanguard Windsor Fund Admiral Shares | VWNEX | 15% | 10% | 10% |
Goldman Sachs U.S. Mortgages Fund Institutional | GSUIX | 28% | 23% | - |
JPMorgan Intrepid Growth Fund Select Class | JPGSX | 10% | 12% | 12% |
JPMorgan Disciplined Equity Fund Select Class | JDESX | 10% | 16% | 23% |
Virtus Emerging Markets Opportunities Fund Class I | HIEMX | 8% | 8% | 6% |
Western Asset Core Plus Bond Fund Class I | WACPX | 17% | - | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | 7% | 9% |
Total Portfolio | 100% | 100% | 100% |