At&T Alascom Savings Plan For Teamsters Represented Employees
Performance
HelpPortfolio Return | -28.57% | -12.72% | 145.31% |
Comparable Target-Date Fund [why this comparison?] |
46.07% Target-Date 2020 |
91.81% Target-Date 2030 |
144.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$74,647 (-74.65%) | -$104,523 (-104.52%) | +$357 (+0.36%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Balanced Fund Class T | JABAX | 6% | - | - |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 6% | - | - |
Wells Fargo Government Securities Fund - Class Inst | SGVIX | 17% | 8% | - |
Wells Fargo Dow Jones Target Today Fund - Class Admin | WFLOX | 4% | - | - |
Wells Fargo Dow Jones Target 2035 Fund - Class Admin | WFQWX | 20% | 18% | - |
Wells Fargo Dow Jones Target 2025 Fund - Class Admin | WFTRX | 17% | 12% | - |
Wells Fargo Dow Jones Target 2015 Fund - Class Admin | WFFFX | 6% | - | - |
Wells Fargo Index Fund - Class Admin | WFIOX | 24% | 42% | 72% |
Wells Fargo Dow Jones Target 2050 Fund - Class Admin | WFQDX | - | 13% | - |
JPMorgan Small Cap Growth Fund Select Class | OGGFX | - | 7% | 14% |
MFS Value Fund Class A | MEIAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |