Davidson Technologies, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 74.67% | 94.20% | 128.52% |
Comparable Target-Date Fund [why this comparison?] |
37.25% Target-Date 2020 |
76.39% Target-Date 2030 |
121.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,428 (+37.43%) | +$17,808 (+17.81%) | +$6,890 (+6.89%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 13% | 49% | 74% |
Principal International Fund I Institutional Class | PINIX | 87% | 51% | 9% |
Principal SmallCap Growth Fund I Institutional Class | PGRTX | - | - | 7% |
Principal SmallCap Value Fund II Institutional Class | PPVIX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |