Anschutz Entertainment Group, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -28.95% | -43.19% | -57.72% |
Comparable Target-Date Fund [why this comparison?] |
41.88% Target-Date 2020 |
84.54% Target-Date 2030 |
133.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$70,825 (-70.82%) | -$127,733 (-127.73%) | -$191,125 (-191.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 27% | 35% | 35% |
Eagle Small Cap Growth Fund Class A | HRSCX | 23% | 34% | 49% |
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class A | MRLBX | 8% | 12% | 16% |
PIMCO GNMA Fund Class A | PAGNX | 42% | 19% | - |
Total Portfolio | 100% | 100% | 100% |