Wildpackets 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 78.53% | 132.82% | 186.12% |
Comparable Target-Date Fund [why this comparison?] |
41.08% Target-Date 2020 |
97.67% Target-Date 2030 |
129.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$37,455 (+37.45%) | +$35,150 (+35.15%) | +$56,403 (+56.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Mutual Fund Class A | AMRMX | 19% | 24% | 26% |
American Funds The Bond Fund of America Class A | ABNDX | 23% | - | - |
American Funds EuroPacific Growth Fund Class A | AEPGX | 10% | 5% | - |
American Funds The Growth Fund of America Class A | AGTHX | 13% | 21% | 19% |
American Funds The Income Fund of America Class A | AMECX | 13% | 32% | - |
American Funds Intermediate Bond Fund of America Class A | AIBAX | 7% | - | - |
American Funds Investment Company of America Class A | AIVSX | 15% | 18% | 47% |
American Funds The New Economy Fund Class A | ANEFX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |