The Pearson Retirement Plan
Performance
HelpPortfolio Return | -84.11% | -32.36% | 212.41% |
Comparable Target-Date Fund [why this comparison?] |
36.07% Target-Date 2020 |
75.27% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$120,184 (-120.18%) | -$107,629 (-107.63%) | +$92,576 (+92.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Equity Index Q | 9% | 25% | 57% | |
Dodge & Cox Balanced Fund | DODBX | 17% | 21% | - |
JPMorgan Intrepid Growth Fund Class R5 | JGIRX | 6% | 9% | 14% |
PIMCO Total Return Fund Institutional Class | PTTRX | 17% | - | - |
American Funds 2010 Target Date Retirement Fund Class R-6 | RFTTX | 17% | 5% | - |
American Funds 2030 Target Date Retirement Fund Class R-6 | RFETX | 22% | 19% | - |
American Funds 2040 Target Date Retirement Fund Class R-6 | RFGTX | 12% | 11% | - |
American Funds 2050 Target Date Retirement Fund Class R-6 | RFITX | - | 10% | - |
Dodge & Cox Stock Fund | DODGX | - | - | 17% |
AMG TimesSquare Small Cap Growth Fund Class I | TSCIX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |