Galmont Consulting 401(K) Plan
Performance
HelpPortfolio Return | -17.09% | 36.25% | 82.34% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$52,166 (-52.17%) | -$36,416 (-36.42%) | -$33,209 (-33.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 25% | 30% | 34% |
American Funds Capital Income Builder Class R-3 | RIRCX | 44% | 19% | - |
Oppenheimer International Bond Fund Class C | OIBCX | 13% | 7% | - |
Oppenheimer Global Strategic Income Class C | OSICX | 18% | 8% | - |
American Funds The New Economy Fund Class R-3 | RNGCX | - | 8% | - |
Franklin Rising Dividends Fund Class R | FRDRX | - | 6% | 18% |
MFS Value Fund Class R1 | MEIGX | - | 11% | 22% |
Invesco Comstock Fund Class R | ACSRX | - | 11% | 18% |
Oppenheimer Global Fund Class C | OGLCX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |