Aquatech International Corporation Employees' 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 34.66% | 72.81% | 128.70% |
Comparable Target-Date Fund [why this comparison?] |
76.00% Target-Date 2020 |
60.89% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$41,345 (-41.35%) | +$11,928 (+11.93%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 7% | 15% | 24% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 25% | 27% | 40% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 13% | 17% | 23% |
MFS International New Discovery Fund Class I | MWNIX | 15% | 14% | - |
PIMCO High Yield Fund Administrative Class | PHYAX | 7% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 15% | - | - |
American Century Government Bond Fund Institutional Class | ABTIX | 18% | 18% | - |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | - | 9% | 13% |
Total Portfolio | 100% | 100% | 100% |