Caribbean Refrescos, Inc. Thrift Plan
Performance
HelpPortfolio Return | 31.95% | 67.12% | 122.15% |
Comparable Target-Date Fund [why this comparison?] |
-13.25% Target-Date 2020 |
-6.20% Target-Date 2030 |
3.49% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$45,198 (+45.20%) | +$73,320 (+73.32%) | +$118,661 (+118.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
S&P 500 Index Fund | 19% | 32% | 51% | |
SMID Research Equity Fund | 9% | 14% | 23% | |
ACWI Ex-US IMI Index Fund | 9% | 9% | - | |
Columbia Contrarian Core Inst3 | 13% | 19% | 26% | |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 21% | 15% | - |
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 29% | 11% | - |
Total Portfolio | 100% | 100% | 100% |