Cpsg Partners Llc 401k Plan
Performance
HelpPortfolio Return | 7.45% | 80.12% | 160.73% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,369 (-23.37%) | +$13,531 (+13.53%) | +$53,129 (+53.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 13% | 43% | 66% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 19% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 45% | 36% | - |
American Funds The Growth Fund of America Class R-4 | RGAEX | 1% | 3% | 15% |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 8% | - | - |
Ivy Asset Strategy Fund Class A | WASAX | 10% | 18% | - |
Voya Intermediate Bond Fund Class A | IIBAX | 4% | - | - |
Fidelity Advisor Stock Selector Mid Cap Fund Class A | FMCDX | - | - | 19% |
Total Portfolio | 100% | 100% | 100% |