MGAE 401K
Performance
HelpPortfolio Return | 22.37% | 35.46% | 38.91% |
Comparable Target-Date Fund [why this comparison?] |
14.52% Target-Date 2020 |
43.35% Target-Date 2030 |
76.03% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,844 (+7.84%) | -$7,889 (-7.89%) | -$37,117 (-37.12%) |
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% |