The Coca-Cola Bottlers Assn. 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Income Fund | DODIX | 11% | - | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 4% | 5% | 4% |
T. Rowe Price Growth Stock Fund | PRGFX | 5% | 6% | 11% |
Fidelity Small Cap Index | FSSNX | 11% | 14% | 17% |
Fidelity 500 Index | FXAIX | 15% | 31% | 51% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 33% | 21% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | 9% | 9% | - |
Columbia Dividend Income Fund Class R4 Shares | CVIRX | 12% | 14% | 17% |
Total Portfolio | 100% | 100% | 100% |