Falconwood, Inc. 401K Profit Sharing Plan And Tr
Performance
HelpPortfolio Return | -21.23% | 27.58% | 58.29% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$46,491 (-46.49%) | -$21,595 (-21.60%) | -$20,118 (-20.12%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 13% | 17% | 21% |
American Funds American Balanced Fund Class R-3 | RLBCX | 15% | 17% | - |
American Funds Capital World Bond Fund Class R-3 | RCWCX | 11% | - | - |
Ivy Asset Strategy Fund Class A | WASAX | 17% | 22% | - |
Invesco Comstock Fund Class R | ACSRX | 9% | 14% | 22% |
American Century Investments One Choice 2020 Portfolio A Class | ARBMX | 35% | 7% | - |
American Funds American Mutual Fund Class R-3 | RMFCX | - | 15% | - |
AllianzGI Focused Growth Fund Class A | PGWAX | - | 8% | 18% |
MFS Value Fund Class A | MEIAX | - | - | 30% |
Rydex NASDAQ-100 Fund Class A | RYATX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |