Partners Group Usa Inc. 401K Plan
Performance
HelpPortfolio Return | 53.40% | 76.74% | 82.24% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.67% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,805 (+23.81%) | +$12,072 (+12.07%) | -$22,516 (-22.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Deutsche Global High Income Fund Class S | SGHSX | 41% | 18% | - |
Fidelity Advisor Equity Growth Fund Class T | FAEGX | 13% | 19% | 29% |
Neuberger Berman Large Cap Value Fund Advisor Class | NBPBX | 6% | 17% | 24% |
Oppenheimer Capital Appreciation Fund Class A | OPTFX | 12% | 14% | 14% |
Templeton Growth Fund, Inc. Class Retirement | TEGRX | 28% | 21% | - |
Franklin Rising Dividends Fund Class A | FRDPX | - | 11% | 24% |
AllianzGI NFJ Small-Cap Value Fund Class A | PCVAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |