Matrix Technologies Profit Sharing & Savings Plan
Performance
HelpPortfolio Return | 37.77% | 74.02% | 124.13% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,246 (+10.25%) | +$12,690 (+12.69%) | +$24,414 (+24.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 24% | 42% | 77% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 31% | 11% | - |
American Funds AMCAP Fund Class R-5 | RAFFX | 14% | 17% | - |
Dodge & Cox International Stock Fund | DODFX | 12% | 12% | 10% |
Oakmark Equity And Income Fund Class I | OAKBX | 10% | 13% | - |
Principal High Yield Fund I Institutional Class | PYHIX | 9% | 5% | - |
Royce Pennsylvania Mutual Fund Investment Class | PENNX | - | - | 13% |
Total Portfolio | 100% | 100% | 100% |