Misys International Banking 401(K) Plan
Performance
HelpPortfolio Return | 53.26% | 71.22% | 88.75% |
Comparable Target-Date Fund [why this comparison?] |
52.36% Target-Date 2020 |
61.19% Target-Date 2030 |
69.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$901 (+0.90%) | +$10,023 (+10.02%) | +$19,005 (+19.01%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 5% | - | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 10% | 15% | 19% |
JPMorgan Mid Cap Value Fund Select Class | JMVSX | 7% | 5% | 4% |
MainStay High Yield Corporate Bond Fund Class A | MHCAX | 36% | 25% | - |
MFS Value Fund Class R4 | MEIJX | 10% | 9% | 8% |
Schwab S&P 500 Index Fund | SWPPX | 22% | 46% | 69% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 10% | - | - |
Total Portfolio | 100% | 100% | 100% |