Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -11.05% | -39.64% | -87.66% |
Comparable Target-Date Fund [why this comparison?] |
12.55% Target-Date 2020 |
40.02% Target-Date 2030 |
70.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,600 (-23.60%) | -$79,664 (-79.66%) | -$158,506 (-158.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds New Perspective Fund Class R-5 | RNPFX | 40% | 74% | 100% |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 60% | 26% | - |
Total Portfolio | 100% | 100% | 100% |