Teletech 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 21.82% | 39.38% | 62.78% |
Comparable Target-Date Fund [why this comparison?] |
32.75% Target-Date 2020 |
68.70% Target-Date 2030 |
109.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$10,934 (-10.93%) | -$29,326 (-29.33%) | -$46,556 (-46.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Deutsche Equity 500 Index Fund Institutional Class | BTIIX | 26% | 43% | 70% |
Delaware Small Cap Core Fund Class A | DCCAX | 6% | 9% | 11% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 38% | 17% | - |
MainStay Large Cap Growth Fund Class R2 | MLRTX | 6% | 8% | 10% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 9% | 8% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 15% | 15% | - |
Victory Sycamore Established Value Fund Class A | VETAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |