Louisiana Society For The Pre 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 53.54% | 65.84% | 87.62% |
Comparable Target-Date Fund [why this comparison?] |
41.88% Target-Date 2020 |
84.54% Target-Date 2030 |
133.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,665 (+11.66%) | -$18,706 (-18.71%) | -$45,788 (-45.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
First Eagle Overseas Fund Class C | FESOX | 24% | 22% | - |
First Eagle U.S. Value Fund Class C | FEVCX | 14% | 11% | - |
Loomis Sayles Core Plus Bond Fund Class C | NECRX | 30% | 10% | - |
BlackRock S&P 500 Index Fund Investor A Shares | BSPAX | 32% | 44% | 69% |
Wells Fargo Premier Large Company Growth Fund - Class C | EKJCX | - | 7% | 9% |
Goldman Sachs Small Cap Value Fund Class C | GSSCX | - | 6% | 15% |
Virtus Emerging Markets Opportunities Fund Class C | PICEX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |