Aplix, Inc. 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 116.45% | 144.23% | 169.11% |
Comparable Target-Date Fund [why this comparison?] |
43.81% Target-Date 2020 |
87.60% Target-Date 2030 |
137.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$72,636 (+72.64%) | +$56,626 (+56.63%) | +$31,369 (+31.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
KeyCorp | KEY | 7% | 10% | 15% |
AEGON N.V. (ADR) | AEG | 8% | 9% | 12% |
AstraZeneca plc (ADR) | AZN | 30% | 26% | 22% |
GlaxoSmithKline plc (ADR) | GSK | 55% | 49% | 43% |
Synovus Financial Corp. | SNV | - | 6% | 8% |
Total Portfolio | 100% | 100% | 100% |