Misys International Banking 401(K) Plan
Performance
HelpPortfolio Return | 42.57% | 83.08% | 126.45% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,828 (+13.83%) | +$20,013 (+20.01%) | +$24,538 (+24.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 10% | 10% | 7% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 10% | 10% | 11% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 8% | 11% |
MainStay High Yield Corporate Bond Fund Class A | MHCAX | 9% | 8% | - |
Schwab S&P 500 Index Fund | SWPPX | 26% | 44% | 56% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 37% | 15% | - |
The Hartford Small Company Fund Class R4 | IHSSX | - | 5% | 7% |
MFS Value Fund Class R4 | MEIJX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |