Shps, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 86.43% | 141.28% | 127.80% |
Comparable Target-Date Fund [why this comparison?] |
44.76% Target-Date 2020 |
89.45% Target-Date 2030 |
141.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$41,666 (+41.67%) | +$51,836 (+51.84%) | -$13,291 (-13.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Artisan International Value Fund Investor Class | ARTKX | 12% | 14% | 9% |
American Funds The Growth Fund of America Class R-4 | RGAEX | 10% | 11% | 12% |
BlackRock U.S. Government Bond Portfolio Investor A Shares | CIGAX | 27% | 15% | - |
Fidelity Advisor Strategic Income Fund Class A | FSTAX | 12% | - | - |
Templeton Growth Fund, Inc. Class A | TEPLX | 12% | 13% | - |
Fidelity 500 Index | FXAIX | 27% | 47% | 67% |
Goldman Sachs Small Cap Value Fund IR | GSQTX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |