Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 32.27% | 45.92% | 65.56% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,804 (-2.80%) | -$26,745 (-26.75%) | -$49,990 (-49.99%) |
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% |