Harland Clarke Corp. 401(K) Plan
Performance
HelpPortfolio Return | 33.93% | 57.05% | 94.49% |
Comparable Target-Date Fund [why this comparison?] |
14.02% Target-Date 2020 |
42.63% Target-Date 2030 |
75.30% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,915 (+19.92%) | +$14,422 (+14.42%) | +$19,194 (+19.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 16% | 32% | 59% |
Dodge & Cox Balanced Fund | DODBX | 24% | 19% | - |
Janus Flexible Bond Fund Class I | JFLEX | 25% | 17% | - |
PIMCO Real Return Fund Institutional Class | PRRIX | 6% | - | - |
Pioneer Bond Fund Class Y | PICYX | 7% | - | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 9% | 9% | 8% |
Vanguard Russell 1000 Growth Index Fund Institutional Shares | VRGWX | 13% | 17% | 16% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | 6% | 12% |
John Hancock Funds Disciplined Value Mid Cap Fund Class I | JVMIX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |