Rudolph Technologies, Inc. 401(K) Savings Plan
Performance
HelpPortfolio Return | 49.28% | 73.79% | 103.69% |
Comparable Target-Date Fund [why this comparison?] |
44.81% Target-Date 2020 |
89.40% Target-Date 2030 |
140.79% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,471 (+4.47%) | -$15,606 (-15.61%) | -$37,100 (-37.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dreyfus Institutional S&P 500 Stock Index Fund Class I | DSPIX | 33% | 43% | 66% |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 21% | 14% | - |
Fidelity Advisor New Insights Fund Class I | FINSX | 5% | 8% | 6% |
Ivy International Core Equity Fund Class I | ICEIX | 18% | 14% | 8% |
Western Asset Core Bond Fund Class I | WATFX | 16% | 8% | - |
JPMorgan Government Bond Fund Select Class | HLGAX | 7% | - | - |
Franklin Small Cap Growth Fund Advisor Class | FSSAX | - | 7% | 10% |
Victory Sycamore Established Value Fund Class I | VEVIX | - | 6% | 10% |
Total Portfolio | 100% | 100% | 100% |