Ackerman-Estvold Engineering Savings Plan
Performance
HelpPortfolio Return | -3.06% | 26.85% | 46.35% |
Comparable Target-Date Fund [why this comparison?] |
5.59% Target-Date 2020 |
30.38% Target-Date 2030 |
57.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,657 (-8.66%) | -$3,527 (-3.53%) | -$11,596 (-11.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-4 | RGAEX | 13% | 14% | 5% |
John Hancock Funds Blue Chip Growth Fund Class 1 | JIBCX | 6% | 9% | 14% |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 4% | 8% | 6% |
T. Rowe Price Equity Income Fund | PRFDX | 16% | 15% | 16% |
Templeton World Fund Class A | TEMWX | 6% | 12% | - |
T. Rowe Price Short-Term Bond Fund | PRWBX | 6% | - | - |
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1 | JRROX | 12% | - | - |
John Hancock Bond Fund Class R6 | JHBSX | 18% | 19% | - |
John Hancock Variable Insurance Trust International Equity Index Trust B Series I | JIEQX | 6% | - | 5% |
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I | JTBMX | 13% | - | - |
John Hancock Variable Insurance Trust Small Cap Index Trust Series I | JESIX | - | 8% | 12% |
John Hancock Variable Insurance Trust 500 Index Trust B Series I | JFIVX | - | 15% | 42% |
Total Portfolio | 100% | 100% | 100% |