Mewbourne Oil Company Employees' 401 (K) Plan
Performance
HelpPortfolio Return | 30.93% | 60.64% | 104.71% |
Comparable Target-Date Fund [why this comparison?] |
11.48% Target-Date 2020 |
38.30% Target-Date 2030 |
68.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,453 (+19.45%) | +$22,335 (+22.34%) | +$36,375 (+36.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Blue Chip Growth Fund | TRBCX | 13% | 14% | 14% |
T. Rowe Price Equity Income Fund | PRFDX | 5% | 7% | 10% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 10% | 10% | 10% |
T. Rowe Price Spectrum International Fund | PSILX | 13% | 12% | 6% |
T. Rowe Price New Income Fund | PRCIX | 20% | 8% | - |
T. Rowe Price Short-Term Bond Fund | PRWBX | 16% | 7% | - |
T. Rowe Price Spectrum Income Fund | RPSIX | 9% | 6% | - |
T. Rowe Price Total Equity Market Index Fund | POMIX | 14% | 36% | 60% |
Total Portfolio | 100% | 100% | 100% |