J. J. Keller & Associates, Inc. Employees' 401K Savings And Retirement Plan
Performance
HelpPortfolio Return | 33.76% | 61.90% | 115.39% |
Comparable Target-Date Fund [why this comparison?] |
27.90% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,862 (+5.86%) | +$208 (+0.21%) | +$15,506 (+15.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 15% | 30% | 56% |
PIMCO Moderate Duration Fund Institutional Class | PMDRX | 40% | 18% | - |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 12% | 10% | - |
T. Rowe Price Spectrum Growth Fund | PRSGX | 33% | 42% | 34% |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | - | 3% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |