Bandwidth.Com 401(K)Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 32.94% | 71.08% | 153.69% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,345 (+3.34%) | +$6,811 (+6.81%) | +$50,403 (+50.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom Income Fund Class A | FAFAX | 54% | 26% | - |
JPMorgan U.S. Small Company Fund Class R6 | JUSMX | 10% | 13% | 16% |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 36% | 48% | 75% |
Goldman Sachs Emerging Markets Equity Insights Fund Class A | GERAX | - | 7% | - |
Janus Global Technology Fund Class S | JATSX | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |