Genedata Usa Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 15.05% | 32.88% | 57.70% |
Comparable Target-Date Fund [why this comparison?] |
13.69% Target-Date 2020 |
42.71% Target-Date 2030 |
75.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$1,356 (+1.36%) | -$9,829 (-9.83%) | -$18,192 (-18.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin Growth Series Class A | FKGRX | 21% | 38% | 50% |
American Century Investments One Choice In Retirement Portfolio A Class | ARTAX | 31% | 24% | - |
JPMorgan Government Bond Fund Class A | OGGAX | 19% | 3% | - |
T. Rowe Price International Growth & Income Fund Advisor Class | PAIGX | 16% | 14% | 10% |
Invesco Equity and Income Fund Class A | ACEIX | 13% | 8% | - |
JPMorgan Equity Income Fund Class A | OIEIX | - | 8% | 19% |
JPMorgan U.S. Small Company Fund Class A | JTUAX | - | 5% | 11% |
Franklin Rising Dividends Fund Class A | FRDPX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |