Measurement Specialties 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 52.51% | 82.59% | 145.16% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
85.09% Target-Date 2030 |
134.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -$2,501 (-2.50%) | +$10,971 (+10.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
DFA Intermediate Government Fixed Income Portfolio Institutional Class | DFIGX | 14% | 7% | - |
JPMorgan Equity Index Fund Class A | OGEAX | 37% | 48% | 69% |
JPMorgan Large Cap Growth Fund Class A | OLGAX | 2% | 7% | 8% |
John Hancock Income Fund Class A | JHFIX | 20% | 15% | - |
JPMorgan Core Bond Fund Class R5 | JCBRX | 8% | - | - |
PNC International Equity Fund Class Institutional | PIUIX | 19% | 14% | 10% |
Columbia Small Cap Index Fund Class A | NMSAX | - | 9% | 13% |
Total Portfolio | 100% | 100% | 100% |