Mewbourne Oil Company Employees' 401 (K) Plan
Performance
HelpPortfolio Return | 33.38% | 64.01% | 109.60% |
Comparable Target-Date Fund [why this comparison?] |
13.29% Target-Date 2020 |
41.06% Target-Date 2030 |
72.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,086 (+20.09%) | +$22,950 (+22.95%) | +$37,582 (+37.58%) |
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% |