Radiant Logic, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 30.45% | 43.45% | 58.81% |
Comparable Target-Date Fund [why this comparison?] |
50.58% Target-Date 2020 |
231.01% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$20,130 (-20.13%) | -$187,560 (-187.56%) | -∞ (-∞%) |
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% |