Tangoe Inc. 401K Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 49.85% | 89.71% | 173.49% |
Comparable Target-Date Fund [why this comparison?] |
43.38% Target-Date 2020 |
86.96% Target-Date 2030 |
136.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,466 (+6.47%) | +$2,741 (+2.74%) | +$36,794 (+36.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 14% | 30% | 68% |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 14% | 15% | - |
BlackRock Inflation Protected Bond Fund Investor A Shares | BPRAX | 6% | - | - |
Delaware Diversified Income Fund Class A | DPDFX | 20% | - | - |
Ivy Asset Strategy Fund Class Y | WASYX | 19% | 21% | - |
Invesco Equity and Income Fund Class R | ACESX | 20% | 25% | - |
MainStay Large Cap Growth Fund Investor Class | MLINX | 7% | 9% | 13% |
Goldman Sachs Small Cap Value Fund Class A | GSSMX | - | - | 9% |
Victory Sycamore Established Value Fund Class A | VETAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |