JPMorgan Chase 401(k)
Performance
HelpPortfolio Return | -21.07% | 77.52% | 520.80% |
Comparable Target-Date Fund [why this comparison?] |
61.01% Target-Date 2020 |
109.45% Target-Date 2030 |
165.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$82,086 (-82.09%) | -$31,928 (-31.93%) | +$355,775 (+355.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
S&P 500 Index Fund | 20% | 30% | 42% | |
Large Cap Growth Index Fund | 13% | 13% | 17% | |
Small Cap Core Fund | 7% | 8% | 10% | |
Core Bond Fund | 24% | 16% | - | |
High Yield Bond Fund | 8% | 7% | - | |
Government Inflation-Protected Bond Fund | 14% | - | - | |
International Large Cap Value Fund | 14% | 14% | 11% | |
Large Cap Value Index Fund | - | 5% | 12% | |
Large Cap Growth Fund | - | 7% | 8% | |
Total Portfolio | 100% | 100% | 100% |