Kehe Distributors, Inc. 401(K) Retirement Savings Plan - Nonunion Employees
Performance
HelpPortfolio Return | 79.11% | 103.14% | 118.21% |
Comparable Target-Date Fund [why this comparison?] |
45.34% Target-Date 2020 |
90.06% Target-Date 2030 |
141.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,776 (+33.78%) | +$13,078 (+13.08%) | -$22,881 (-22.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Altria Group Inc | MO | 62% | 54% | 47% |
KeyCorp | KEY | 7% | 10% | 13% |
AEGON N.V. (ADR) | AEG | 12% | 12% | 14% |
BP plc (ADR) | BP | 19% | 19% | 19% |
Synovus Financial Corp. | SNV | - | 5% | 7% |
Total Portfolio | 100% | 100% | 100% |