JPMorgan Chase 401(k)
Performance
HelpPortfolio Return | -22.52% | 72.60% | 490.54% |
Comparable Target-Date Fund [why this comparison?] |
57.61% Target-Date 2020 |
103.48% Target-Date 2030 |
155.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$80,126 (-80.13%) | -$30,874 (-30.87%) | +$335,179 (+335.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
S&P 500 Index Fund | 20% | 30% | 42% | |
Large Cap Growth Index Fund | 13% | 13% | 17% | |
Small Cap Core Fund | 7% | 8% | 10% | |
Core Bond Fund | 24% | 16% | - | |
High Yield Bond Fund | 8% | 7% | - | |
Government Inflation-Protected Bond Fund | 14% | - | - | |
International Large Cap Value Fund | 14% | 14% | 11% | |
Large Cap Value Index Fund | - | 5% | 12% | |
Large Cap Growth Fund | - | 7% | 8% | |
Total Portfolio | 100% | 100% | 100% |