MATHER AVIATION LLC 401(K) PROFIT SHARING PLAN & TRUST
Performance
HelpPortfolio Return | 31.05% | 50.08% | 75.55% |
Comparable Target-Date Fund [why this comparison?] |
52.65% Target-Date 2020 |
96.03% Target-Date 2030 |
145.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,602 (-21.60%) | -$45,944 (-45.94%) | -$69,816 (-69.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 10% | 9% | - |
Franklin U.S. Government Securities Series Class R | FUSRX | 27% | 16% | - |
Lord Abbett Alpha Strategy Fund Class R3 | ALFRX | 7% | 8% | 16% |
Lord Abbett Fundamental Equity Fund Class R3 | LAVRX | 16% | 30% | 47% |
MainStay Large Cap Growth Fund Class R3 | MLGRX | 15% | 24% | 37% |
PIMCO Total Return Fund Class R | PTRRX | 10% | - | - |
Putnam International Capital Opportunities Fund Class R | PICRX | 15% | 13% | - |
Total Portfolio | 100% | 100% | 100% |