Falconwood, Inc. 401K Profit Sharing Plan And Tr
Performance
HelpPortfolio Return | -17.95% | 32.91% | 61.15% |
Comparable Target-Date Fund [why this comparison?] |
32.09% Target-Date 2020 |
51.84% Target-Date 2030 |
77.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$50,036 (-50.04%) | -$18,929 (-18.93%) | -$16,392 (-16.39%) |
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% |