Acme Tool Crib 401(K) Plan
Performance
HelpPortfolio Return | 55.87% | 108.64% | 186.73% |
Comparable Target-Date Fund [why this comparison?] |
42.81% Target-Date 2020 |
85.96% Target-Date 2030 |
135.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,056 (+13.06%) | +$22,682 (+22.68%) | +$51,480 (+51.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 22% | 39% | 67% |
Columbia Dividend Income Fund Class Z | GSFTX | 6% | 7% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | 6% | 9% | 15% |
JPMorgan Large Cap Growth Fund Class A | OLGAX | 7% | 10% | 10% |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 20% | 11% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 23% | 8% | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 10% | 9% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 6% | 7% | 8% |
Total Portfolio | 100% | 100% | 100% |