Wal-Mart Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | 91.57% | 258.92% | 183.56% |
Comparable Target-Date Fund [why this comparison?] |
46.07% Target-Date 2020 |
91.81% Target-Date 2030 |
144.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$45,497 (+45.50%) | +$167,119 (+167.12%) | +$38,603 (+38.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
MyRetirement 2020 Fund | 16% | - | - | |
MyRetirement 2030 Fund | 25% | 19% | - | |
MyRetirement Income Fund | 11% | - | - | |
Bond Fund | 15% | 10% | - | |
Large Cap Growth Equity Fund | 5% | 13% | 25% | |
BlackRock Russell 2000 Index Tr | 7% | 8% | 13% | |
MyRetirement 2065 Fund | 21% | 21% | - | |
BlackRock Russell 1000 Index Tr | - | 10% | 41% | |
Large Cap Value Equity Fund | - | 9% | 21% | |
MyRetirement 2060 Fund | - | 10% | - | |
Total Portfolio | 100% | 100% | 100% |