At&T Savings And Security Plan
Performance
HelpPortfolio Return | 62.91% | 118.59% | 227.20% |
Comparable Target-Date Fund [why this comparison?] |
30.77% Target-Date 2020 |
66.72% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,134 (+32.13%) | +$51,872 (+51.87%) | +$119,159 (+119.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Large Cap US Stock Index | 23% | 36% | 56% | |
AT&T Total Return Bond | 10% | - | - | |
SM & MID US Stock Index | 6% | 10% | 18% | |
AT&T Asset Allocation Retirement | 6% | - | - | |
AT&T Asset Allocation 2015 | 18% | 9% | - | |
AT&T Asset Allocation 2020 | 9% | - | - | |
AT&T Asset Allocation 2025 | 21% | 22% | - | |
AT&T Asset Allocation 2030 | 7% | 15% | - | |
Total US Stock Index | - | 8% | 16% | |
AT&T Asset Allocation 2040 | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |