Mewbourne Oil Company Employees' 401 (K) Plan
Performance
HelpPortfolio Return | 30.03% | 59.05% | 102.01% |
Comparable Target-Date Fund [why this comparison?] |
10.94% Target-Date 2020 |
37.31% Target-Date 2030 |
66.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,089 (+19.09%) | +$21,742 (+21.74%) | +$35,398 (+35.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Blue Chip Growth Fund | TRBCX | 13% | 14% | 14% |
T. Rowe Price Equity Income Fund | PRFDX | 5% | 7% | 10% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 10% | 10% | 10% |
T. Rowe Price Spectrum International Fund | PSILX | 13% | 12% | 6% |
T. Rowe Price New Income Fund | PRCIX | 20% | 8% | - |
T. Rowe Price Short-Term Bond Fund | PRWBX | 16% | 7% | - |
T. Rowe Price Spectrum Income Fund | RPSIX | 9% | 6% | - |
T. Rowe Price Total Equity Market Index Fund | POMIX | 14% | 36% | 60% |
Total Portfolio | 100% | 100% | 100% |