Aquatech International Corporation Employees' 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 36.50% | 75.42% | 132.09% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,753 (+7.75%) | +$12,357 (+12.36%) | +$30,183 (+30.18%) |
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% |