American Commercial Lines Llc 401(K) Plan
Performance
HelpPortfolio Return | 29.57% | 49.27% | 55.92% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -$11,618 (-11.62%) | -$42,977 (-42.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Inflation Protected Bond Fund Institutional Shares | BPRIX | 4% | - | - |
First Eagle Global Fund Class A | SGENX | 36% | 39% | - |
Loomis Sayles Growth Fund Class A | LGRRX | 20% | 28% | 33% |
Oakmark Equity And Income Fund Class I | OAKBX | 16% | 19% | - |
PIMCO Unconstrained Bond Fund Class A | PUBAX | 24% | - | - |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | - | 9% | 29% |
Voya MidCap Opportunities Fund Class I | NMCIX | - | 5% | 14% |
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares | SMVTX | - | - | 24% |
Total Portfolio | 100% | 100% | 100% |