MGAE 401K
Performance
HelpPortfolio Return | 17.82% | 29.41% | 32.55% |
Comparable Target-Date Fund [why this comparison?] |
10.82% Target-Date 2020 |
37.04% Target-Date 2030 |
66.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,004 (+7.00%) | -$7,633 (-7.63%) | -$33,589 (-33.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 13% | 13% | 7% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 42% | 20% | - |
MFS Value Fund Class R4 | MEIJX | 18% | 29% | 42% |
MainStay Large Cap Growth Fund Class R1 | MLRRX | 18% | 27% | 34% |
Victory Sycamore Small Company Opportunity Fund Class A | SSGSX | 9% | 11% | 11% |
Eagle Small Cap Growth Fund Class R5 | HSRSX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |