The Emmes Corporation Combined Profit Sharing & 401(K) Plan
Performance
HelpPortfolio Return | 20.79% | 88.65% | 173.12% |
Comparable Target-Date Fund [why this comparison?] |
37.25% Target-Date 2020 |
76.39% Target-Date 2030 |
121.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$16,456 (-16.46%) | +$12,258 (+12.26%) | +$51,492 (+51.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 15% | 35% | 64% |
Columbia Small Cap Value Fund I Class Z | CSCZX | 6% | 8% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 15% | - | - |
American Century Investments One Choice 2020 Portfolio Institutional Class | ARBSX | 17% | - | - |
American Century Investments One Choice 2030 Portfolio Institutional Class | ARCSX | 42% | 48% | - |
Pioneer Fundamental Growth Fund Class Y | FUNYX | 5% | 9% | 8% |
American Funds Fundamental Investors Class R-6 | RFNGX | - | - | 17% |
Total Portfolio | 100% | 100% | 100% |