The Pepsico Savings Plan F.K.A. The Pepsico 401(K) Plan For Salaried Employees
Performance
HelpPortfolio Return | 128.44% | 198.31% | 285.87% |
Comparable Target-Date Fund [why this comparison?] |
72.88% Target-Date 2020 |
132.74% Target-Date 2030 |
201.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$55,561 (+55.56%) | +$65,567 (+65.57%) | +$84,095 (+84.10%) |
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% |