Rabobank International Affiliates 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 41.56% | 85.34% | 149.41% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,451 (+11.45%) | +$20,130 (+20.13%) | +$44,649 (+44.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 25% | 42% | 66% |
American Funds New Perspective Fund Class A | ANWPX | 12% | 15% | 12% |
Invesco High Yield Fund R5 Class | AHIYX | 8% | 5% | - |
American Century Government Bond Fund Investor Class | CPTNX | 20% | 9% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 15% | 7% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 14% | 17% | 14% |
Oppenheimer Developing Markets Fund Class I | ODVIX | 6% | 5% | - |
Prudential Jennison Small Company Fund Class Q | PJSQX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |