Key Rehabilitation, Inc 401(K) Retirement Plan
Performance
HelpPortfolio Return | 32.27% | 61.61% | 88.45% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,523 (+3.52%) | -$1,455 (-1.45%) | -$13,466 (-13.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments One Choice 2025 Portfolio A Class | ARWAX | 11% | - | - |
American Century Investments One Choice 2035 Portfolio A Class | ARYAX | 16% | 17% | - |
American Funds AMCAP Fund Class R-3 | RAFCX | 15% | 32% | 70% |
American Century Investments One Choice In Retirement Portfolio A Class | ARTAX | 22% | - | - |
Prudential Total Return Bond Fund Class A | PDBAX | 7% | - | - |
Invesco Comstock Fund Class R | ACSRX | 7% | 12% | 30% |
American Century Investments One Choice 2020 Portfolio A Class | ARBMX | 6% | - | - |
American Century Investments One Choice 2030 Portfolio A Class | ARCMX | 16% | 12% | - |
American Century Investments One Choice 2050 Portfolio A Class | ARFMX | - | 27% | - |
Total Portfolio | 100% | 100% | 100% |