The Pepsico Savings Plan F.K.A. The Pepsico 401(K) Plan For Salaried Employees
Performance
HelpPortfolio Return | 104.00% | 158.35% | 223.28% |
Comparable Target-Date Fund [why this comparison?] |
69.02% Target-Date 2020 |
125.90% Target-Date 2030 |
190.56% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,974 (+34.97%) | +$32,456 (+32.46%) | +$32,728 (+32.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 9% | - | - |
BlackRock International Index Fund Institutional Shares | MAIIX | 10% | 9% | 5% |
Dodge & Cox Income Fund | DODIX | 25% | 23% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | - | - |
Royce Micro-Cap Fund Investment Class | RYOTX | 8% | 10% | 12% |
BlackRock Large Cap Index Fund Investor A Shares | BRGAX | 37% | 58% | 83% |
Total Portfolio | 100% | 100% | 100% |