Envoy Air, Inc. 401(K)
Performance
HelpPortfolio Return | 9.50% | 24.98% | 48.02% |
Comparable Target-Date Fund [why this comparison?] |
-5.69% Target-Date 2020 |
13.79% Target-Date 2030 |
34.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,191 (+15.19%) | +$11,188 (+11.19%) | +$13,484 (+13.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 19% | 11% | - |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | 6% | 9% | 10% |
JPMorgan Equity Index Fund Class A | OGEAX | 25% | 46% | 60% |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 10% | - | - |
Wilmington Core Bond Class I1 | 17% | 9% | - | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 17% | 17% | 11% |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | 6% | 8% | 13% |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |