Sun Country Airlines 401(K)
Performance
HelpPortfolio Return | 3.60% | 26.11% | 58.65% |
Comparable Target-Date Fund [why this comparison?] |
-4.10% Target-Date 2020 |
16.07% Target-Date 2030 |
37.31% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,696 (+7.70%) | +$10,038 (+10.04%) | +$21,335 (+21.33%) |
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% |