Sun Country Airlines 401(K)
Performance
HelpPortfolio Return | 1.09% | 23.41% | 55.22% |
Comparable Target-Date Fund [why this comparison?] |
-6.01% Target-Date 2020 |
13.35% Target-Date 2030 |
23.84% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,099 (+7.10%) | +$10,055 (+10.05%) | +$31,378 (+31.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard GNMA Fund Admiral Shares | VFIJX | 17% | 11% | - |
JPMorgan Small Cap Value Fund Class R6 | JSVUX | 8% | 10% | 8% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 22% | 6% | - |
T. Rowe Price Balanced Fund | RPBAX | 8% | 8% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 11% | 13% | 7% |
Fidelity 500 Index | FXAIX | 20% | 39% | 68% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 14% | 13% | 8% |
Fidelity Extended Market Index | FSMAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |