Cardiovascular Systems Inc 401K Profit Sharing Plan
Performance
HelpPortfolio Return | -1.64% | 25.33% | 79.19% |
Comparable Target-Date Fund [why this comparison?] |
15.79% Target-Date 2020 |
44.43% Target-Date 2030 |
66.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,426 (-17.43%) | -$19,098 (-19.10%) | +$13,040 (+13.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Balanced-Risk Retirement 2020 Fund Class A | AFTAX | 14% | 22% | - |
American Century Government Bond Fund Class A | ABTAX | 12% | - | - |
Invesco Balanced-Risk Retirement Now Fund Class A | IANAX | 11% | - | - |
Calamos Growth & Income Fund Class A | CVTRX | 12% | 20% | - |
MainStay Large Cap Growth Fund Class R2 | MLRTX | 10% | 13% | 19% |
Invesco S&P 500 Index Fund Class A | SPIAX | 13% | 22% | 46% |
Oppenheimer Developing Markets Fund Class A | ODMAX | 7% | 7% | 6% |
Invesco Comstock Fund Class A | ACSTX | 12% | 16% | 15% |
Invesco Corporate Bond Fund Class A | ACCBX | 9% | - | - |
Oppenheimer Global Fund Class A | OPPAX | - | - | 8% |
Invesco Small Cap Value Fund Class A | VSCAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |