Fry's Electronics, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 20.20% | 38.24% | 70.76% |
Comparable Target-Date Fund [why this comparison?] |
-11.82% Target-Date 2020 |
20.80% Target-Date 2030 |
44.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,019 (+32.02%) | +$17,438 (+17.44%) | +$26,155 (+26.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 36% | 55% | 88% |
Prudential QMA Stock Index Fund Class A | PSIAX | 3% | 9% | 3% |
Goldman Sachs International Small Cap Insights Fund Institutional Shares | GICIX | 17% | 16% | 9% |
JPMorgan Core Plus Bond Fund Class A | ONIAX | 18% | 8% | - |
Lord Abbett Short Duration Income Fund Class A | LALDX | 7% | - | - |
ClearBridge Large Cap Growth Fund Class I | SBLYX | 2% | - | - |
Putnam Global Income Trust Class A | PGGIX | 17% | 12% | - |
Total Portfolio | 100% | 100% | 100% |