Bose Employees' Retirement Savings 401(K) Plan
Performance
HelpPortfolio Return | 27.44% | 67.79% | 113.15% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$85 (-0.08%) | +$6,725 (+6.73%) | +$14,215 (+14.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 23% | 40% | 66% |
JPMorgan Core Bond Fund Select Class | WOBDX | 18% | - | - |
JPMorgan SmartRetirement 2025 Fund Class C Shares | JNSCX | 13% | 10% | - |
JPMorgan SmartRetirement Income Fund Class C Shares | JSRCX | 19% | 15% | - |
JPMorgan SmartRetirement 2035 Fund Class C Shares | SRJCX | 14% | 10% | - |
JPMorgan SmartRetirement 2055 Fund Class C Shares | JFFCX | 13% | 11% | 11% |
Eagle Small Cap Growth Fund Class I | HSIIX | - | 7% | 11% |
JPMorgan SmartRetirement 2030 Fund Class C Shares | JSMCX | - | 7% | - |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 6% |
American Funds Washington Mutual Investors Fund Class A | AWSHX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |