Aspire Employees' Retirement Plan
Performance
HelpPortfolio Return | 25.95% | 55.11% | 68.84% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$349 (-0.35%) | -$16,955 (-16.95%) | -$26,253 (-26.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Perkins Mid Cap Value Fund Class T | JMCVX | 8% | 15% | 31% |
American Funds AMCAP Fund Class R-4 | RAFEX | 30% | 48% | 62% |
American Funds American High-Income Trust Class R-4 | RITEX | 11% | 6% | - |
Leuthold Core Investment Fund Retail Class | LCORX | 15% | 15% | - |
PIMCO Total Return Fund Class A | PTTAX | 20% | - | - |
Templeton World Fund Class A | TEMWX | 16% | 16% | - |
Columbia Small Cap Growth I Fund Class Z | CMSCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |