Iomax Usa, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 14.69% | 46.13% | 85.20% |
Comparable Target-Date Fund [why this comparison?] |
14.02% Target-Date 2020 |
42.63% Target-Date 2030 |
75.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$673 (+0.67%) | +$3,504 (+3.50%) | +$9,902 (+9.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Sentinel Common Stock Fund Class A | SENCX | 12% | 11% | 11% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 7% | 6% | 13% |
Dodge & Cox Global Stock Fund | DODWX | 13% | 18% | 12% |
Western Asset Core Plus Bond Fund Class A | WAPAX | 14% | 7% | - |
American Funds 2015 Target Date Retirement Fund Class R-4 | RDBTX | 18% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | 18% | 12% | - |
American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | 18% | 16% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 30% | 50% |
Dodge & Cox Stock Fund | DODGX | - | - | 6% |
Columbia Small Cap Index Fund Class R5 Shares | CXXRX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |