Pathfinder Services Retirement Plan
Performance
HelpPortfolio Return | 36.25% | 45.94% | 79.20% |
Comparable Target-Date Fund [why this comparison?] |
40.61% Target-Date 2020 |
41.16% Target-Date 2030 |
72.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,363 (-4.36%) | +$4,778 (+4.78%) | +$6,664 (+6.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 80% | 50% | - |
T. Rowe Price Institutional High Yield Fund | TRHYX | 11% | - | - |
T. Rowe Price Institutional Emerging Markets Equity Fund | IEMFX | 9% | 9% | - |
American Century Income and Growth Fund Institutional Class | AMGIX | - | 20% | 24% |
BlackRock Small Cap Growth Equity Portfolio Institutional Shares | PSGIX | - | 6% | 10% |
BlackRock S&P 500 Index Fund Class K Share | WFSPX | - | 5% | 43% |
T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | - | 5% | 12% |
Artisan Mid Cap Value Fund Institutional Class | APHQX | - | 5% | 11% |
Total Portfolio | 100% | 100% | 100% |