Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 30.76% | 44.25% | 63.67% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.54% Target-Date 2030 |
112.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,030 (-3.03%) | -$26,289 (-26.29%) | -$48,703 (-48.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Income Fund Institutional Class | PIMIX | 100% | 100% | 100% |
Total Portfolio | 100% | 100% | 100% |