Almost Family Inc 401K Profit Sharing Plan
Performance
HelpPortfolio Return | 38.76% | 73.76% | 90.81% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,240 (+11.24%) | +$12,693 (+12.69%) | -$8,125 (-8.12%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Prudential High-Yield Fund Class A | PBHAX | 9% | - | - |
Wells Fargo Emerging Markets Equity Fund - Class A | EMGAX | 11% | 13% | 7% |
Wells Fargo Core Bond Fund - Class A | MBFAX | 35% | 20% | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 45% | 67% | 67% |
Eagle Small Cap Growth Fund Class A | HRSCX | - | - | 7% |
Pioneer Fundamental Growth Fund Class A | PIGFX | - | - | 8% |
Federated Clover Small Value Fund Class A | VSFAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |