Brambles Usa 401(K) Plan For Chep Employees
Performance
HelpPortfolio Return | -1.85% | 17.54% | 48.07% |
Comparable Target-Date Fund [why this comparison?] |
-6.01% Target-Date 2020 |
13.16% Target-Date 2030 |
33.41% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,159 (+4.16%) | +$4,375 (+4.38%) | +$14,658 (+14.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Acorn International Fund Class Z | ACINX | 14% | 15% | 10% |
Dodge & Cox Stock Fund | DODGX | 11% | 15% | 22% |
JPMorgan U.S. Equity Fund Institutional Class | JMUEX | 26% | 43% | 68% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 40% | 17% | - |
T. Rowe Price Balanced Fund | RPBAX | 9% | 10% | - |
Total Portfolio | 100% | 100% | 100% |