Great Bay Distributors, Inc. 401(k)
Performance
HelpPortfolio Return | 60.23% | 83.28% | 102.42% |
Comparable Target-Date Fund [why this comparison?] |
48.34% Target-Date 2020 |
93.01% Target-Date 2030 |
144.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,886 (+11.89%) | -$9,729 (-9.73%) | -$41,575 (-41.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Strategic Allocation: Aggressive Fund A Class | ACVAX | 18% | 29% | - |
American Century Strategic Allocation: Conservative Fund A Class | ACCAX | 31% | 11% | - |
American Century Strategic Allocation: Moderate Fund A Class | ACOAX | 12% | - | - |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 21% | 17% | - |
MFS Value Fund Class A | MEIAX | 10% | 18% | 30% |
PIMCO Total Return Fund Class R | PTRRX | 8% | - | - |
Vanguard Dividend Growth Fund Investor Shares | VDIGX | - | 10% | 15% |
Oppenheimer Global Fund Class A | OPPAX | - | 6% | 18% |
Wells Fargo Growth Fund - Class A | SGRAX | - | 9% | 28% |
American Beacon Small Cap Value Fund Advisor Class | AASSX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |