Staffing Options & Solutions Inc 401(K) Plan
Performance
HelpPortfolio Return | 4.64% | 36.81% | 90.91% |
Comparable Target-Date Fund [why this comparison?] |
13.47% Target-Date 2020 |
41.60% Target-Date 2030 |
73.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,834 (-8.83%) | -$4,793 (-4.79%) | +$17,397 (+17.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 34% | 13% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 11% | 16% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 9% | 10% | 15% |
AllianzGI Focused Growth Fund Class R | PPGRX | 3% | 4% | 6% |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 9% | 9% | - |
MFS Government Securities Fund Class R3 | MFGHX | 20% | 7% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 14% | 18% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 23% | 79% |
Total Portfolio | 100% | 100% | 100% |