Tires Warehouse Inc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 22.96% | 46.89% | 69.18% |
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) |
-$4,558 (-4.56%) | -$14,171 (-14.17%) | -$29,750 (-29.75%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Equity Dividend Fund R Shares | MRDVX | 14% | 25% | 39% |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 15% | 9% | - |
Delaware Diversified Income Fund Class R | DPRFX | 5% | - | - |
Wells Fargo Omega Growth Fund - Class R | EKORX | 8% | 19% | 45% |
Janus Balanced Fund Class R | JDBRX | 22% | 25% | - |
MFS Lifetime Income Fund Class R2 | MLLGX | 15% | - | - |
PIMCO Short-Term Fund Class R | PTSRX | 8% | - | - |
Putnam International Capital Opportunities Fund Class R | PICRX | 13% | 10% | - |
Nationwide Investor Destinations Moderately Aggressive Fund Class R | GMARX | - | 12% | - |
Goldman Sachs Mid Cap Value Fund Class R | GCMRX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |