Kehe Distributors, Inc. 401(K) Retirement Savings Plan - Nonunion Employees
Performance
HelpPortfolio Return | 85.34% | 111.42% | 128.05% |
Comparable Target-Date Fund [why this comparison?] |
46.34% Target-Date 2020 |
92.06% Target-Date 2030 |
144.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$39,002 (+39.00%) | +$19,358 (+19.36%) | -$16,905 (-16.91%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Altria Group Inc | MO | 62% | 54% | 47% |
KeyCorp | KEY | 7% | 10% | 13% |
AEGON N.V. (ADR) | AEG | 12% | 12% | 14% |
BP plc (ADR) | BP | 19% | 19% | 19% |
Synovus Financial Corp. | SNV | - | 5% | 7% |
Total Portfolio | 100% | 100% | 100% |