A&E Incorporated 401(K) Profit Sharing Plan And Trust
Performance
HelpPortfolio Return | 42.08% | 37.21% | 32.60% |
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) |
+$11,261 (+11.26%) | -$29,379 (-29.38%) | -$75,008 (-75.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 19% | 15% | - |
Franklin Mutual Global Discovery Fund Class Z | MDISX | 21% | 18% | 16% |
MainStay Large Cap Growth Fund Class I | MLAIX | 12% | 10% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 28% | 10% | - |
Fidelity 500 Index | FXAIX | 20% | 39% | 61% |
BlackRock Small Cap Growth Equity Portfolio Institutional Shares | PSGIX | - | 8% | 8% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |