Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -8.90% | -37.73% | -87.18% |
Comparable Target-Date Fund [why this comparison?] |
14.36% Target-Date 2020 |
43.04% Target-Date 2030 |
75.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,265 (-23.26%) | -$80,772 (-80.77%) | -$162,851 (-162.85%) |
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% |