Benefitmall 401(K) Plan
Performance
HelpPortfolio Return | 33.64% | 52.90% | 70.50% |
Comparable Target-Date Fund [why this comparison?] |
35.53% Target-Date 2020 |
74.33% Target-Date 2030 |
118.49% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,892 (-1.89%) | -$21,424 (-21.42%) | -$47,993 (-47.99%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 16% | 19% | 17% |
Prudential Government Income Fund Class A | PGVAX | 23% | 10% | - |
Prudential QMA Stock Index Fund Class Z | PSIFX | 19% | 37% | 64% |
Fidelity Advisor Strategic Income Fund Class I | FSRIX | 20% | 9% | - |
MFS International New Discovery Fund Class A | MIDAX | 11% | 11% | - |
Invesco Comstock Fund Class A | ACSTX | 11% | 14% | 8% |
Principal SmallCap S&P 600 Index Fund R-3 Class | PSSMX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |