Radiant Logic, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 28.60% | 41.15% | 56.57% |
Comparable Target-Date Fund [why this comparison?] |
47.72% Target-Date 2020 |
92.59% Target-Date 2030 |
143.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,121 (-19.12%) | -$51,446 (-51.45%) | -$86,806 (-86.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 16% | 27% | 43% |
Heartland Select Value Fund Investor Class | HRSVX | 13% | 21% | 28% |
Nationwide Investor Destinations Conservative Fund Class R | GCFRX | 32% | 4% | - |
Nationwide Investor Destinations Moderately Aggressive Fund Class R | GMARX | 9% | 12% | - |
Nationwide Investor Destinations Moderate Fund Class R | GMDRX | 11% | 13% | - |
Nationwide Investor Destination Moderately Conservative Fund Class R | GMMRX | 19% | 15% | - |
Nationwide Investor Destinations Aggressive Fund Class R | GAFRX | - | 8% | 17% |
Oppenheimer Value Fund Class A | CGRWX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |