Staffing Plus, Inc. 401K Plan
Performance
HelpPortfolio Return | 36.31% | 64.19% | 84.68% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,493 (+5.49%) | -$2,398 (-2.40%) | -$22,928 (-22.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Charter Fund Class A | CHTRX | 16% | 23% | 69% |
BlackRock Equity Dividend Fund R Shares | MRDVX | 9% | 10% | - |
Janus Balanced Fund Class R | JDBRX | 22% | 37% | - |
Loomis Sayles Global Equity and Income Fund Class A | LGMAX | 10% | 14% | - |
MFS Government Securities Fund Class R3 | MFGHX | 14% | - | - |
Invesco Equally-Weighted S&P 500 Fund Class A | VADAX | 11% | 16% | 31% |
Oppenheimer International Bond Fund Class A | OIBAX | 8% | - | - |
PIMCO Total Return Fund Class A | PTTAX | 10% | - | - |
Total Portfolio | 100% | 100% | 100% |