Lippert Components, Inc. & Kinro Employee Retirement Savings Plan
Performance
HelpPortfolio Return | 35.60% | 57.75% | 96.49% |
Comparable Target-Date Fund [why this comparison?] |
15.08% Target-Date 2020 |
43.97% Target-Date 2030 |
76.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,514 (+20.51%) | +$13,783 (+13.78%) | +$20,172 (+20.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-3 | RERCX | 5% | 5% | - |
BlackRock International Index Fund Investor A Shares | MDIIX | 7% | 7% | 8% |
Columbia Small Cap Value Fund I Class A | CSMIX | 7% | 8% | 7% |
MFS Total Return Bond Fund Class A | MRBFX | 33% | 22% | - |
MainStay Large Cap Growth Fund Class R2 | MLRTX | 7% | 12% | 14% |
PIMCO Real Return Fund Class A | PRTNX | 12% | - | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 29% | 41% | 60% |
Invesco Growth and Income Fund Class A | ACGIX | - | 5% | 6% |
Columbia Small Cap Index Fund Class A | NMSAX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |