Saba 401(K) Savings Plan
Performance
HelpPortfolio Return | 31.76% | 50.77% | 89.92% |
Comparable Target-Date Fund [why this comparison?] |
26.25% Target-Date 2020 |
50.06% Target-Date 2030 |
78.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,510 (+5.51%) | +$713 (+0.71%) | +$11,556 (+11.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Strategic Income Fund Class I | FSRIX | 17% | 14% | - |
JPMorgan U.S. Small Company Fund Institutional Class | JUSSX | 9% | 11% | 15% |
JPMorgan Core Bond Fund Class R6 | JCBUX | 11% | - | - |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 17% | 17% | - |
PIMCO Real Return Fund Institutional Class | PRRIX | 7% | - | - |
JPMorgan U.S. Equity Fund Select Class | JUESX | 13% | 18% | 20% |
Fidelity 500 Index | FXAIX | 22% | 34% | 58% |
Oppenheimer Global Fund Class I | OGLIX | 4% | 6% | 7% |
Total Portfolio | 100% | 100% | 100% |