Satori Consulting 401(K) Plan
Performance
HelpPortfolio Return | 31.62% | 55.67% | 80.47% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,850 (+4.85%) | -$3,922 (-3.92%) | -$15,880 (-15.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 13% | 15% | 22% |
American Funds Intermediate Bond Fund of America Class R-3 | RBOCX | 9% | - | - |
American Funds American Balanced Fund Class R-3 | RLBCX | 16% | 26% | - |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 9% | - | - |
Royce Total Return Fund Retirement Class | RTRRX | 8% | 7% | 8% |
Templeton Foreign Fund Class R | TEFRX | 8% | 7% | - |
American Funds 2015 Target Date Retirement Fund Class R-3 | RCJTX | 14% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-3 | RCCTX | 12% | - | - |
American Funds 2025 Target Date Retirement Fund Class R-3 | RCDTX | 11% | 14% | - |
American Funds Fundamental Investors Class R-3 | RFNCX | - | 8% | 31% |
American Funds AMCAP Fund Class R-3 | RAFCX | - | 14% | 14% |
Invesco Equally-Weighted S&P 500 Fund Class R | VADRX | - | 9% | 25% |
Total Portfolio | 100% | 100% | 100% |