Gca Services Group, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 23.43% | 41.22% | 54.19% |
Comparable Target-Date Fund [why this comparison?] |
10.42% Target-Date 2020 |
37.29% Target-Date 2030 |
67.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,013 (+13.01%) | +$3,928 (+3.93%) | -$13,222 (-13.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class A | AEPGX | 10% | 10% | 5% |
Wells Fargo Large Cap Core Fund - Class Inst | EGOIX | 16% | 29% | 68% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 34% | 11% | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 14% | 20% | 20% |
Oakmark Equity And Income Fund Class I | OAKBX | 26% | 30% | 7% |
Total Portfolio | 100% | 100% | 100% |