Avis Budget Group, Inc. Employee Savings Plan
Performance
HelpPortfolio Return | -63.22% | 8.69% | 147.77% |
Comparable Target-Date Fund [why this comparison?] |
11.89% Target-Date 2020 |
39.69% Target-Date 2030 |
71.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$75,117 (-75.12%) | -$31,007 (-31.01%) | +$76,702 (+76.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
State Street S&P 500 Index E | 22% | 41% | 57% | |
Blackrock U.S. Debt Indext CL D | 17% | 6% | - | |
American Funds The Growth Fund of America Class R-5 | RGAFX | 13% | 13% | - |
Federated Total Return Bond Fund Institutional Shares | FTRBX | 19% | 8% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 16% | 13% | - |
Transamerica International Equity I | TSWIX | 13% | 12% | 7% |
NT Extended Equity Market Index T | - | 7% | 19% | |
Prudential Jennison Growth Fund Class Z | PJFZX | - | - | 8% |
MFS Value Fund Class R4 | MEIJX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |