Larry H. Miller Associates Retirement Plan & Trust
Performance
HelpPortfolio Return | 16.97% | 32.23% | 54.48% |
Comparable Target-Date Fund [why this comparison?] |
17.30% Target-Date 2020 |
33.08% Target-Date 2030 |
53.98% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$329 (-0.33%) | -$845 (-0.85%) | +$502 (+0.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor New Insights Fund Class A | FNIAX | 6% | 7% | 10% |
Delaware Diversified Income Fund Class A | DPDFX | 11% | - | - |
Goldman Sachs Government Income Fund Institutional Shares | GSOIX | 22% | 10% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 19% | 23% | - |
Putnam Growth Opportunities Fund Class Y | PGOYX | 5% | 6% | 6% |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 14% | 13% | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 23% | 41% | 55% |
Hartford Small Cap Growth Fund Class R5 | HSLTX | - | - | 11% |
Invesco Growth and Income Fund Class Y | ACGMX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |