Novatel Wireless, Inc. 401(K) Retirement Plan
Performance
HelpPortfolio Return | 32.89% | 32.44% | 26.16% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,352 (+6.35%) | -$26,891 (-26.89%) | -$69,930 (-69.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Small Cap Index Fund Class A | NMSAX | 7% | 10% | 14% |
PIMCO Total Return Fund Administrative Class | PTRAX | 26% | 13% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 7% | 9% | 11% |
T. Rowe Price U.S. Bond Enhanced Index Fund | PBDIX | 17% | 8% | - |
T. Rowe Price International Equity Index Fund | PIEQX | 14% | 13% | 8% |
Fidelity 500 Index | FXAIX | 29% | 47% | 67% |
Total Portfolio | 100% | 100% | 100% |