Michael B And Karen M Palmieri 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 30.60% | 44.45% | 55.24% |
Comparable Target-Date Fund [why this comparison?] |
36.81% Target-Date 2020 |
76.74% Target-Date 2030 |
122.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,204 (-6.20%) | -$32,291 (-32.29%) | -$67,643 (-67.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | 52% | 72% | - |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 21% | - | - |
Invesco Charter Fund R5 Class | CHTVX | 9% | 21% | 67% |
First Eagle Overseas Fund Class A | SGOVX | 9% | - | - |
Prudential Total Return Bond Fund Class R | DTBRX | 9% | - | - |
American Century Mid Cap Value Fund Investor Class | ACMVX | - | 7% | 17% |
Janus Triton Fund Class T | JATTX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |