Logistyx Technologies 401k Plan
Performance
HelpPortfolio Return | 38.39% | 71.55% | 102.25% |
Comparable Target-Date Fund [why this comparison?] |
14.36% Target-Date 2020 |
44.42% Target-Date 2030 |
79.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,032 (+24.03%) | +$27,132 (+27.13%) | +$23,198 (+23.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds 2025 Target Date Retirement Fund Class A | AADTX | 7% | - | - |
American Funds AMCAP Fund Class R-2 | RAFBX | 6% | 13% | 11% |
American Funds American Balanced Fund Class R-2 | RLBBX | 33% | 30% | - |
American Funds American High-Income Trust Class R-2 | RITBX | 12% | - | - |
American Funds U.S. Government Securities Fund Class R-2 | RGVBX | 14% | - | - |
American Funds Fundamental Investors Class R-2 | RFNBX | 17% | 25% | 72% |
American Funds Investment Company of America Class R-2 | RICBX | 11% | 20% | 17% |
American Funds The Income Fund of America Class R-2 | RIDBX | - | 12% | - |
Total Portfolio | 100% | 100% | 100% |