Cagle's Inc 401(K) Plan
Performance
HelpPortfolio Return | 77.60% | 150.05% | 251.31% |
Comparable Target-Date Fund [why this comparison?] |
127.04% Target-Date 2020 |
88.53% Target-Date 2030 |
139.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$49,440 (-49.44%) | +$61,524 (+61.52%) | +$111,324 (+111.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Precious Metals And Mining Fund Investor Shares | VGPMX | 11% | 12% | 9% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 27% | 13% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 36% | 64% | 91% |
American Funds American Balanced Fund Class R-5 | RLBFX | 14% | - | - |
American Funds American High-Income Trust Class R-5 | RITFX | 12% | 11% | - |
Total Portfolio | 100% | 100% | 100% |