Berliner and Associates Architecture, Inc. 401k Plan
Performance
HelpPortfolio Return | 108.11% | 184.33% | 257.26% |
Comparable Target-Date Fund [why this comparison?] |
68.37% Target-Date 2020 |
121.16% Target-Date 2030 |
180.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$39,744 (+39.74%) | +$63,163 (+63.16%) | +$77,217 (+77.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco European Growth Fund Class A | AEDAX | 20% | 23% | 10% |
American Funds The Growth Fund of America Class R-3 | RGACX | 26% | 39% | 44% |
American Funds New Perspective Fund Class R-3 | RNPCX | 16% | 25% | 46% |
Goldman Sachs Government Income Fund Class A Shares | GSGOX | 23% | - | - |
Pioneer Strategic Income Fund Class A | PSRAX | 15% | 13% | - |
Total Portfolio | 100% | 100% | 100% |