Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 32.90% | 46.61% | 66.35% |
Comparable Target-Date Fund [why this comparison?] |
105.92% Target-Date 2020 |
76.39% Target-Date 2030 |
121.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$73,018 (-73.02%) | -$29,777 (-29.78%) | -$55,281 (-55.28%) |
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% |