Analytic Stress Relieving, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 39.69% | 69.01% | 120.48% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
64.00% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,423 (+10.42%) | +$5,010 (+5.01%) | +$16,975 (+16.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 24% | 43% | 69% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 9% | 11% | 15% |
AB Discovery Value Fund Class I | ABSIX | 8% | 10% | 9% |
AB Global Bond Fund Class I | ANAIX | 20% | 13% | - |
Pioneer Bond Fund Class Y | PICYX | 8% | - | - |
T. Rowe Price International Equity Index Fund | PIEQX | 9% | 9% | - |
Baron Emerging Markets Fund Institutional Shares | BEXIX | 6% | 6% | - |
Thornburg Limited Term Income Fund Class R5 | THRRX | 16% | 8% | - |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |