Massmutual Thrift Plan
Performance
HelpPortfolio Return | 40.88% | 68.51% | 101.73% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,290 (+11.29%) | +$4,235 (+4.23%) | -$1,564 (-1.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin Income Fund Class A | FKINX | 36% | 23% | - |
American Funds The Growth Fund of America Class R-3 | RGACX | 20% | 27% | 15% |
BlackRock Core Bond Portfolio Investor A Shares | BCBAX | 13% | 10% | - |
Oppenheimer Main Street Select Fund Class A | OMSOX | 19% | 11% | 26% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
BlackRock Flexible Equity Fund Investor A Shares | BMCAX | - | 4% | 16% |
Lord Abbett Affiliated Fund Class P | LAFPX | - | 25% | 25% |
Davis New York Venture Fund Class A | NYVTX | - | - | 10% |
ClearBridge Small Cap Value Fund Class A | SBVAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |