Teletech 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 22.86% | 40.93% | 64.90% |
Comparable Target-Date Fund [why this comparison?] |
33.59% Target-Date 2020 |
70.35% Target-Date 2030 |
112.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$10,732 (-10.73%) | -$29,419 (-29.42%) | -$47,429 (-47.43%) |
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% |