Dynisco Llc 401(K) Plan
Performance
HelpPortfolio Return | 68.24% | 121.97% | 214.28% |
Comparable Target-Date Fund [why this comparison?] |
46.13% Target-Date 2020 |
91.65% Target-Date 2030 |
144.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,117 (+22.12%) | +$30,313 (+30.31%) | +$69,835 (+69.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 17% | 41% | 91% |
Fidelity Balanced Fund | FBALX | 38% | 38% | - |
American Funds EuroPacific Growth Fund Class A | AEPGX | 7% | 7% | - |
Delaware Diversified Income Fund Class R | DPRFX | 4% | - | - |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 21% | 14% | - |
PIMCO Total Return Fund Class A | PTTAX | 13% | - | - |
Gabelli Small Cap Growth Fund Class A | GCASX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |