Mediate Management Company, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 26.24% | 57.76% | 113.78% |
Comparable Target-Date Fund [why this comparison?] |
16.90% Target-Date 2020 |
46.23% Target-Date 2030 |
79.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,339 (+9.34%) | +$11,531 (+11.53%) | +$34,611 (+34.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 14% | 14% | 20% |
American Funds The Bond Fund of America Class R-3 | RBFCX | 7% | - | - |
Pioneer Disciplined Value Fund Class R | CVRFX | 14% | 12% | 10% |
American Funds 2015 Target Date Retirement Fund Class R-3 | RCJTX | 17% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-3 | RCCTX | 19% | 15% | - |
American Funds 2025 Target Date Retirement Fund Class R-3 | RCDTX | 29% | 22% | - |
American Funds SMALLCAP World Fund Class R-3 | RSLCX | - | 8% | - |
Columbia Mid Cap Value Fund Class R | CMVRX | - | 7% | 16% |
BlackRock S&P 500 Index Fund Investor A Shares | BSPAX | - | 22% | 54% |
Total Portfolio | 100% | 100% | 100% |