Usa Cycling 403(B) Retirement Plan
Performance
HelpPortfolio Return | 32.86% | 48.24% | 57.74% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
73.98% Target-Date 2030 |
117.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,102 (-3.10%) | -$25,738 (-25.74%) | -$59,516 (-59.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 21% | 25% | 24% |
Franklin Income Series Class R | FISRX | 12% | 10% | - |
Franklin U.S. Government Securities Series Class R | FUSRX | 19% | 13% | - |
The Hartford Dividend and Growth Fund Class R3 | HDGRX | 9% | 26% | 41% |
Franklin Mutual Global Discovery Fund Class R | TEDRX | 14% | 14% | 6% |
JPMorgan Core Bond Fund Class R2 | JCBZX | 8% | - | - |
American Funds 2025 Target Date Retirement Fund Class R-3 | RCDTX | 17% | - | - |
Columbia Select Large Cap Growth Fund Class Retirement | URLGX | - | 6% | 17% |
American Funds 2055 Target Date Retirement Fund Class R-3 | RCMTX | - | 6% | - |
Invesco Comstock Fund Class R | ACSRX | - | - | 7% |
JPMorgan Mid Cap Value Fund Class R2 | JMVZX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |