Staffing Options & Solutions Inc 401(K) Plan
Performance
HelpPortfolio Return | 7.35% | 40.81% | 97.25% |
Comparable Target-Date Fund [why this comparison?] |
15.87% Target-Date 2020 |
45.47% Target-Date 2030 |
79.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,516 (-8.52%) | -$4,660 (-4.66%) | +$18,114 (+18.11%) |
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% |