Aplix, Inc. 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 102.36% | 128.03% | 151.32% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.09% Target-Date 2030 |
134.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$59,920 (+59.92%) | +$42,941 (+42.94%) | +$17,079 (+17.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
KeyCorp | KEY | 7% | 10% | 15% |
AEGON N.V. (ADR) | AEG | 8% | 9% | 12% |
AstraZeneca plc (ADR) | AZN | 30% | 26% | 22% |
GlaxoSmithKline plc (ADR) | GSK | 55% | 49% | 43% |
Synovus Financial Corp. | SNV | - | 6% | 8% |
Total Portfolio | 100% | 100% | 100% |