Jcms Profit Sharing Plan And Trust
Performance
HelpPortfolio Return | 8.44% | 25.39% | 44.35% |
Comparable Target-Date Fund [why this comparison?] |
-4.48% Target-Date 2020 |
15.42% Target-Date 2030 |
36.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,922 (+12.92%) | +$9,976 (+9.98%) | +$8,021 (+8.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Administrative Class | PTRAX | 8% | - | - |
State Street S&P 500 Index Cl F | 16% | 33% | 61% | |
Thornburg Value R3 | 13% | 10% | 7% | |
American Funds 2010 Target Date Retirement Fund Class R-4 | RDATX | 12% | 9% | - |
American Funds 2015 Target Date Retirement Fund Class R-4 | RDBTX | 10% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-4 | RDCTX | 14% | - | - |
American Funds 2025 Target Date Retirement Fund Class R-4 | RDDTX | 27% | 18% | - |
AllianzGI NFJ Small Cap Value Admin | - | 7% | 10% | |
American Century Ultra Inv. | - | 6% | 11% | |
American Funds 2030 Target Date Retirement Fund Class R-4 | RDETX | - | 17% | - |
Columbia MidCap Index A | - | - | 5% | |
Oppenheimer Dev Markets A | - | - | 6% | |
Total Portfolio | 100% | 100% | 100% |