Retirement Alliance, Inc. 401K Profit Sharing Plan
Performance
HelpPortfolio Return | 45.69% | 96.54% | 178.39% |
Comparable Target-Date Fund [why this comparison?] |
35.33% Target-Date 2020 |
74.19% Target-Date 2030 |
118.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,360 (+10.36%) | +$22,355 (+22.36%) | +$59,763 (+59.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Research Fund Class T | JAMRX | 6% | 9% | 7% |
Columbia Acorn International Fund Class Z | ACINX | 13% | 9% | 7% |
Green Century Equity Fund | GCEQX | 21% | 24% | 34% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 38% | 17% | - |
AMG Yacktman Fund Class I | YACKX | 22% | 16% | - |
Oakmark Global Fund Class I | OAKGX | - | 9% | 8% |
Schwab S&P 500 Index Fund | SWPPX | - | 16% | 34% |
Vanguard Tax-Managed Small Cap Fund Admiral Shares | VTMSX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |