Sxsw, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 7.84% | 1.40% | -10.60% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$18,457 (-18.46%) | -$57,390 (-57.39%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 16% | 21% | 12% |
American Funds Capital World Bond Fund Class R-3 | RCWCX | 18% | 8% | - |
American Funds New World Fund Class R-3 | RNWCX | 13% | 12% | - |
Eaton Vance Large-Cap Value Fund Class A | EHSTX | 9% | 11% | 12% |
Federated Total Return Government Bond Fund Service Shares | FTGSX | 22% | 10% | - |
Heartland Select Value Fund Investor Class | HRSVX | 12% | 14% | 11% |
Fidelity 500 Index | FXAIX | 10% | 24% | 49% |
American Funds Fundamental Investors Class R-3 | RFNCX | - | - | 9% |
Ivy Small Cap Growth Fund Class Y | WSCYX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |