Seventh Sense Bio Systems Inc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 0.60% | 20.44% | 23.93% |
Comparable Target-Date Fund [why this comparison?] |
14.02% Target-Date 2020 |
42.63% Target-Date 2030 |
75.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,421 (-13.42%) | -$22,187 (-22.19%) | -$51,366 (-51.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-3 | RLBCX | 18% | 32% | - |
American Century Investments One Choice In Retirement Portfolio R Class | ARSRX | 12% | - | - |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 15% | 11% | - |
Franklin Mutual Global Discovery Fund Class R | TEDRX | 15% | 20% | 22% |
MainStay Large Cap Growth Fund Class R3 | MLGRX | 9% | 21% | 41% |
PIMCO Income Fund Class R | PONRX | 11% | - | - |
American Century Investments One Choice 2020 Portfolio R Class | ARBRX | 20% | 5% | - |
Invesco Equally-Weighted S&P 500 Fund Class R | VADRX | - | 11% | 17% |
American Century Equity Income Fund R Class | AEURX | - | - | 9% |
Victory Sycamore Established Value Fund Class R | GETGX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |