Communities In Schools Of Brazoria County, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -9.29% | 55.93% | 103.35% |
Comparable Target-Date Fund [why this comparison?] |
9.41% Target-Date 2020 |
38.37% Target-Date 2030 |
70.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$18,695 (-18.70%) | +$17,557 (+17.56%) | +$33,150 (+33.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments One Choice 2045 Portfolio Institutional Class | AOOIX | 58% | 71% | 6% |
PIMCO Global Bond (Unhedged) Fund Administrative Class | PADMX | 29% | - | - |
John Hancock Variable Insurance Trust 500 Index Trust B Series I | JFIVX | 13% | 29% | 94% |
Total Portfolio | 100% | 100% | 100% |